JONES ROBERT WILLIAM appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. JONES ROBERT WILLIAM appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | K2/D&S MANAGEMENT CO., L.L.C. | CHIEF OPERATING OFFICER | STAMFORD, CT |
| — | Form ADV | SOUTHERN WEALTH MANAGEMENT LLP | PARTNER | DALLAS, TX |
| — | Form ADV | K2 ADVISORS, L.L.C. | CHIEF OPERATING OFFICER | STAMFORD, CT |
| — | Form ADV | AEQUITAS WEALTH MANAGEMENT, LLC | MEMBER/PRINCIPAL | LOS ANGELES, CA |
| — | Form ADV | ALLEGIANT PRIVATE ADVISORS, LLC | CHIEF INVESTMENT OFFICER | SARASOTA, FL |