SURRATT TAMMY LYNN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. SURRATT TAMMY LYNN appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | PATHSTONE FAMILY OFFICE, LLC | MANAGING DIRECTOR | ENGLEWOOD, NJ |
| — | Form ADV | LEGACY FAMILY OFFICE, LLC | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | BONITA SPRINGS, FL |