JONES DAVID THOMAS appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. JONES DAVID THOMAS appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CONCORD WEALTH PARTNERS | CHIEF COMPLIANCE OFFICER (CCO) | ABINGDON, VA |
| — | Form ADV | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | MANAGER, PRESIDENT, CEO | NEW YORK, NY |
| — | Form ADV | CATALYST INVESTMENT MANAGEMENT CO LLC | PRINCIPAL | NEW YORK, NY |