Kelly Ann Sumner of Englewood, CO appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Kelly Ann Sumner appears on 2 filing roles across Form ADV (1), Form 13F (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-03-27 | Form ADV | ESSENTIAL INVESTMENT PARTNERS, LLC | CHIEF COMPLIANCE OFFICER | ENGLEWOOD, CO |
| 2026-07-15 | Form 13F | Essential Investment Partners LLC | Chief Compliance Officer | ENGLEWOOD, CO |