EVANS JOSEPH appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. EVANS JOSEPH appears on 8 filing roles across Form ADV (8).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | SEIA | PARTNER | LOS ANGELES, CA |
| — | Form ADV | SWELL COLLECTIVE MANAGEMENT, LLC | CFO, CCO | LEHI, UT |
| — | Form ADV | MERCATO MANAGEMENT, LLC | CHIEF FINANCIAL OFFICER | SALT LAKE CITY, UT |
| — | Form ADV | NICHOLAS ADVISORS INC | SENIOR PORTFOLIO MANAGER | NEW YORK, NY |
| — | Form ADV | BURL CAPITAL, LLC | DISINTERESTED TRUSTEE | BOSTON, MA |
| — | Form ADV | BLUE SUMMIT CAPITAL INVESTMENTS MANAGEMENT, LLC | CCO; CFO | LEHI, UT |
| — | Form ADV | USAFOLIOS, LLC | MANAGING MEMBER, CIO, CCO | CHARLOTTE, NC |
| — | Form ADV | STRATEGY CAP, LLC | MANAGING PARTNER | BEND, OR |