GEBERT JULIE JANE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. GEBERT JULIE JANE appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | CHEIF COMPLIANCE OFFICER (CCO) | SCOTTSDALE, AZ |
| — | Form ADV | MSH CAPITAL ADVISORS LLC | CCO | SCOTTSDALE, AZ |
| — | Form ADV | SVA WEALTH MANAGEMENT, INC. | CHIEF COMPLIANCE OFFICER | MADISON, WI |
| — | Form ADV | FIRST FINANCIAL EQUITY CORPORATION | CHIEF COMPLIANCE OFFICER | SCOTTSDALE, AZ |
| — | Form ADV | CONTINUITY PARTNERS GROUP, LLC | CHIEF COMPLIANCE OFFICER | FAIRFIELD, IA |