PETERSON JON CHARLES appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. PETERSON JON CHARLES appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | COLONIAL ASSET MANAGEMENT INC | SALES DIRECTOR | MONTGOMERY, AL |
| — | Form ADV | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | V. PRESIDENT & TREASURER | OMAHA, NE |
| — | Form ADV | TRADEWISE ADVISORS, INC. | DIRECTOR | CHICAGO, IL |
| — | Form ADV | LIBERTY INVESTMENT COUNSEL, LTD. | PRESIDENT, CHIEF COMPLIANCE OFFICER | ELM GROVE, WI |