KAFFEN JAMES PETER appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. KAFFEN JAMES PETER appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | SORTINO INVESTMENT ADVISORS, LLC | MANAGING MEMBER - PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | — |
| — | Form ADV | DANA POINT ADVISORY SERVICES, LLC | PRESIDENT | DAYTON, OH |