TRAVIS KATHRYN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. TRAVIS KATHRYN appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | ASSET & FINANCIAL PLANNING, LTD | SECRETARY | POUGHKEEPSIE, NY |
| — | Form ADV | GILMAN + CIOCIA, INC. | SECRETARY | POUGHKEEPSIE, NY |
| — | Form ADV | HENRY SCHEIN FINANCIAL PLANNING | SECRETARY | POUGHKEEPSIE, NY |