Kathleen Elizabeth Duffy appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Kathleen Elizabeth Duffy appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-03-18 | Form ADV | INDEPENDENCE WEALTH ADVISORS INC. | PRESIDENT & CHIEF COMPLIANCE OFFICER | MCLEAN, VA |