CALL JEFFREY JOSEPH appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. CALL JEFFREY JOSEPH appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CPADVISORS, LLC | MANAGER | ATLANTA, GA |
| — | Form ADV | BT WEALTH MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | ATLANTA, GA |