# JOLLIFFE PATRICK STEPHENSON

JOLLIFFE PATRICK STEPHENSON appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 4 filing roles across Form ADV (4).

## Filings (4)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [FAMILYWEALTH ADVISERS LLC](https://search.stillhousedata.com/firm/289193) | PARTNER | LAKE MARY, FL |
| — | Form ADV | [FAMILYWEALTH ASSET MANAGEMENT](https://search.stillhousedata.com/firm/147869) | VICE PRESIDENT; BRANCH OFFICE MANAGER | LAKE MARY, FL |
| — | Form ADV | [FALCO FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/112538) | SHAREHOLDER | SCOTTSBLUFF, NE |
| — | Form ADV | [JOLLIFFE CAPITAL, INC.](https://search.stillhousedata.com/firm/140725) | PRESIDENT, CHIEF COMPLIANCE OFFICER | GLENDALE, CO |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.