JOHNSON JODI LYNN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. JOHNSON JODI LYNN appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | JOHNSON & WHITE WEALTH MANAGEMENT LLC | MANAGING MEMBER | YORK, PA |
| — | Form ADV | GEOMETRIC WEALTH ADVISORS, LLC | PARTNER | — |
| — | Form ADV | CATON FINANCIAL, INC. | SECRETARY/VICE PRESIDENT OPERATIONS | SAN RAFAEL, CA |
| — | Form ADV | ROSELINE CAPITOL ADVISORS, LLC | CHIEF COMPLIANCE OFFICER | RICHMOND, VA |