SOFFERA TERRY JOSEPH appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. SOFFERA TERRY JOSEPH appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | STERLING ASSET MANAGEMENT, LLC | CHIEF INVESTMENT OFFICER | KING OF PRUSSIA, PA |
| — | Form ADV | PROVIDENCE INVESTMENT ADVISORS, LLC | OWNER | PHILADELPHIA, PA |
| — | Form ADV | GARRISON INSTITUTIONAL ASSET MANAGEMENT | PORTFOLIO MANAGER | PITTSBURGH, PA |