NEFF TONI SUE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. NEFF TONI SUE appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC | CHIEF COMPLIANCE OFFICER | TAMPA, FL |
| — | Form ADV | CITCO-QUAKER FUND ADVISORS, INC. | CHIEF COMPLIANCE OFFICER | VALLEY FORGE, PA |
| — | Form ADV | MERION WEALTH PARTNERS, LLC | CHIEF COMPLIANCE OFFICER | BERWYN, PA |