JORDAN DAVID CHARLES appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. JORDAN DAVID CHARLES appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | TRAIL RIDGE INVESTMENT ADVISORS, LLC | CHIEF INVESTMENT OFFICER | FORT COLLINS, CO |
| — | Form ADV | TRIBUTARY CAPITAL MANAGEMENT, LLC | MANAGING DIRECTOR, CIO | OMAHA, NE |
| — | Form ADV | POLAR INVESTMENT COUNSEL, INC. | PRESIDENT, GENERAL PRINCIPAL, OPTIONS PRINCIPAL, MUNICIPAL PRINCIPAL | — |
| — | Form ADV | JORDAN INVESTMENT MANAGEMENT LLC | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | FORT COLLINS, CO |