Taylor Smith Leavitt appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Taylor Smith Leavitt appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-05-13 | Form ADV | LEP MANAGEMENT LLC | CHIEF EXECUTIVE OFFICER | SALT LAKE CITY, UT |
| — | Form ADV | CAMBRIDGE TRUSTEE ADVISORS INC | VICE PRESIDENT/DIRECTOR | WELLESLEY HILLS, MA |