WELLS JEFFREY ALBERT appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. WELLS JEFFREY ALBERT appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | BROOKER WEALTH MANAGEMENT | PRINCIPAL, CHIEF COMPLIANCE OFFICER AND INVESTMENT STRATEGIST | OAKLAND, CA |
| — | Form ADV | SELBY WEALTH MANAGEMENT, LLC | PRINCIPAL, INVESTMENT STRATEGIST, CHIEF COMPLIANCE OFFICER | EMERYVILLE, CA |
| — | Form ADV | WENDELL DAVID ASSOCIATES INC | VICE PRESIDENT | PORTSMOUTH, NH |