WILLIAMS PATRICIA JEAN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. WILLIAMS PATRICIA JEAN appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | SMITH ASSET MANAGEMENT GROUP LP | COMPLIANCE OFFICER | DALLAS, TX |
| — | Form ADV | DISCOVERY MANAGEMENT, LTD. | INVESTOR REL./COMPLIANCE | DALLAS, TX |
| — | Form ADV | THE DELTA GROUP | DIRECTOR | SONOMA, CA |
| — | Form ADV | OAK TREE SECURITIES, INC. | PRINCIPAL | LIVERMORE, CA |