CARTER MATTHEW JEFFERSON appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. CARTER MATTHEW JEFFERSON appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | IRONWOOD INVESTMENT COUNSEL, LLC | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | SCOTTSDALE, AZ |
| — | Form ADV | INLIGN WEALTH MANAGEMENT, LLC | DIRECTOR | PHOENIX, AZ |