SMITH BENJAMIN A appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. SMITH BENJAMIN A appears on 16 filing roles across Form ADV (16).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | ROCKWOOD WEALTH MANAGEMENT, LLC | CHIEF INVESTMENT OFFICER | NEW HOPE, PA |
| — | Form ADV | SMITH & CO ADVISORY LLC | TRUSTEE | SPRING HILL, TN |
| — | Form ADV | MORA CAPITAL MANAGEMENT, LLC | CCO | MIAMI, FL |
| — | Form ADV | RFM FINANCIAL SOLUTIONS, LLC | MANAGER | MT. PLEASANT, MI |
| — | Form ADV | OWL VENTURES, LLC | MANAGING MEMBER | SAN FRANCISCO, CA |
| — | Form ADV | LMCG INVESTMENTS, LLC | TRUSTEE | BOSTON, MA |
| — | Form ADV | DISCIPLINED INVESTMENTS, LLC | MEMBER OF THE BOARD OF DIRECTORS | TULSA, OK |
| — | Form ADV | G.L.S. & ASSOCIATES, INC. | TECHNICAL ANALYST | HUNTSVILLE, AL |
| — | Form ADV | SMITH BENJ A & ASSOCIATES LTD | CHAIRMAN, PRESIDENT AND DIRECTOR | HOLLAND, MI |
| — | Form ADV | FORT PITT CAPITAL GROUP INC | DIRECTOR, EXEC. VP, TREASURER, CIO | PITTSBURGH, PA |
| — | Form ADV | HABERER REGISTERED INVESTMENT ADVISOR INC | PRESIDENT AND MANAGING DIRECTOR | CINCINNATI, OH |
| — | Form ADV | EFG CAPITAL ADVISORS INC. | CCO | MIAMI, FL |
| — | Form ADV | LEE MUNDER INVESTMENTS LTD. | TRUSTEE | BOSTON, MA |
| — | Form ADV | BLUEFOOT PARTNERS LLC | MANAGING MEMBER | SEATTLE, WA |
| — | Form ADV | RLS & ASSOCIATES INC | SECRETARY | ARLINGTON, TX |
| — | Form ADV | CATAMOUNT VENTURES | PRESIDENT, CATAMOUNT VENTURES MGMT, LLC | SAN FRANCISCO, CA |