JOLLIFFE PATRICK STEPHENSON appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. JOLLIFFE PATRICK STEPHENSON appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | FAMILYWEALTH ADVISERS LLC | PARTNER | LAKE MARY, FL |
| — | Form ADV | FAMILYWEALTH ASSET MANAGEMENT | VICE PRESIDENT; BRANCH OFFICE MANAGER | LAKE MARY, FL |
| — | Form ADV | FALCO FINANCIAL SERVICES, INC. | SHAREHOLDER | SCOTTSBLUFF, NE |
| — | Form ADV | JOLLIFFE CAPITAL, INC. | PRESIDENT, CHIEF COMPLIANCE OFFICER | GLENDALE, CO |