David Elgin Maxey appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. David Elgin Maxey appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-03-25 | Form ADV | HERITAGE FAMILY OFFICES, LLP | GENERAL PARTNER AND CHIEF COMPLIANCE OFFICER | SCOTTSDALE, AZ |