KLEIN JEFFREY JOEL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. KLEIN JEFFREY JOEL appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | AVANTAX ADVISORY SERVICES, INC. | ASSISTANT SECRETARY | DALLAS, TX |
| — | Form ADV | FIZYX, LLC | MANAGER, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | DOWNERS GROVE, IL |