Julianne Mary Smith appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Julianne Mary Smith appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-01-29 | Form ADV | SECURE PLANNING, LLC | CHIEF COMPLIANCE OFFICER | PORTSMOUTH, NH |