SMITH JONATHAN DARRELL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. SMITH JONATHAN DARRELL appears on 8 filing roles across Form ADV (8).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLC | OWNER | CHADDS FORD, PA |
| — | Form ADV | DT INVESTMENT PARTNERS, LLC | CEO & CIO | CHADDS FORD, PA |
| — | Form ADV | HAVERFORD FINANCIAL SERVICES, INC. | CHIEF INVESTMENT OFFICER - FIXED INCOME | RADNOR, PA |
| — | Form ADV | HAVERFORD INVESTMENT MANAGEMENT, INC. | VICE PRESIDENT, CHIEF INVESTMENT OFFICER - FIXED INCOME | RADNOR, PA |
| — | Form ADV | DANIELS + TANSEY, L.L.P. | PARTNER, CHIEF INVESTMENT OFFICER | WILMINGTON, DE |
| — | Form ADV | ANDRES CAPITAL MANAGEMENT, INC | PRINCIPAL, CFO | — |
| — | Form ADV | TORY HILL, LLC | CHIEF OPERATING OFFICER | BERWYN, PA |
| — | Form ADV | INDEPENDENT WEALTH ADVISORS LLC | CEO, SERIES MANAGER | CHADDS FORD, PA |