SMITH JEFFREY ROBERT appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. SMITH JEFFREY ROBERT appears on 20 filing roles across Form ADV (20).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CALUNIUS CAPITAL LLP | MEMBER | LONDON |
| — | Form ADV | EMPIRICAL FINANCIAL SERVICES, LLC | MANAGING MEMBER | SEATTLE, WA |
| — | Form ADV | NORTH SHORE INVESTMENT CONSULTING LLC | PRESIDENT & CCO | WILMETTE, IL |
| — | Form ADV | ADAMS DIVERSIFIED EQUITY FUND, INC. | DIRECTOR | BALTIMORE, MD |
| — | Form ADV | DIRECTIONAL FINANCIAL SERVICES, LLC | MEMBER | SEATTLE, WA |
| — | Form ADV | PROXY GOVERNANCE, INC. | CHIEF COMPLIANCE OFFICER | VIENNA, VA |
| — | Form ADV | AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC | VICE PRESIDENT | BIRMINGHAM, AL |
| — | Form ADV | H&R BLOCK FINANCIAL ADVISORS, INC. | VICE PRESIDENT | DETROIT, MI |
| — | Form ADV | ADVEST, INC. | DIRECTOR | HARTFORD, CT |
| — | Form ADV | TRIAD ADVISORS, LLC | VICE PRESIDENT/PRINCIPAL/OPTION PRINCIPAL | ATLANTA, GA |
| — | Form ADV | EMPIRICAL WEALTH MANAGEMENT, LLC | CHIEF EXECUTIVE OFFICER | PORTLAND, OR |
| — | Form ADV | ADVISORS IN FINANCIAL PLANNING INC | TREASURER | BURLINGTON, VT |
| — | Form ADV | FOREFRONT CAPITAL MANAGEMENT LLC | CHIEF INVESTMENT OFFICER | NEW YORK, NY |
| — | Form ADV | CAMG SOLAMERE MANAGEMENT, LLC | ELECTED MANAGER | CHARLOTTE, NC |
| — | Form ADV | WHITE MOUNTAINS ADVISORS LLC | SECRETARY | GUILFORD, CT |
| — | Form ADV | SMITH CAPITAL, LLC | LLC MEMBER | PEACHTREE CITY, GA |
| — | Form ADV | THIRD WAVE GLOBAL INVESTORS, LLC | CHAIRMAN, CHIEF INVESTMENT OFFICER AND MANAGING MEMBER | GREENWICH, CT |
| — | Form ADV | GENESIS CAPITAL MANAGEMENT INC | PRESIDENT & CEO | — |
| — | Form ADV | BUCKHORN CAPITAL MANAGEMENT LLC | ELECTED MANAGER | CHARLOTTE, NC |
| — | Form ADV | FOREFRONT CAPITAL ADVISORS, LLC | CHIEF INVESTMENT OFFICER | NEW YORK, NY |