BAUMERT JEFFREY ALAN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. BAUMERT JEFFREY ALAN appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | ADVISOR FINANCIAL SERVICES, LLP | PARTNER/DIRECTOR OF PRIVATE WEALTH MANAGEMENT | WOODSTOCK, GA |
| — | Form ADV | PHH INVESTMENTS, LTD. | PRESIDENT, CHIEF OPERATIONS OFFICER | ADDISON, TX |