LEIST ALAN REMY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. LEIST ALAN REMY appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | STRATEGIC FINANCIAL SERVICES, INC. | MANAGING PRINCIPAL | UTICA, NY |
| — | Form ADV | STRATEGIC FINANCIAL SERVICES, INC. | CHAIRMAN OF THE BOARD/OWNER | UTICA, NY |
| — | Form ADV | STRATEGIC FINANCIAL SERVICES, INC. | CHIEF EXECUTIVE OFFICER | UTICA, NY |