DAVIES JOSEPH STUART appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. DAVIES JOSEPH STUART appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CHAPEL BRIDGE WEALTH ADVISORS, LLC | MANAGING MEMBER | SAN JUAN, PR |
| — | Form ADV | WINDSOR ADVISORY GROUP, LLC | OWNER/EXECUTIVE OFFICER | COLUMBUS, OH |
| — | Form ADV | AB CUSTOM ALTERNATIVE SOLUTIONS LLC | CO CHIEF EXECUTIVE OFFICER / MEMBER | NASHVILLE, TN |
| — | Form ADV | IVY ASSET MANAGEMENT LLC | GLOBAL HEAD OF INVESTMENTS | UNIONDALE, NY |