CURTIS KELLY GENE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. CURTIS KELLY GENE appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CURTIS WEALTH MANAGEMENT GROUP, LLC | MEMBER/PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | ST PETERSBURG, FL |
| — | Form ADV | PINNACLE TAXX ADVISORS LLC | SR. VICE PRESIDENT | WHITE PLAINS, NY |