Katrina Ann Smith appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Katrina Ann Smith appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-03-14 | Form ADV | PRIVATE WEALTH PARTNERS, LLC | DIRECTOR OF CLIENT SERVICES & OPERATIONS | MILL VALLEY, CA |