PHILLIPS JEFFREY JAMES appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. PHILLIPS JEFFREY JAMES appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | OXENFREE CAPITAL LLC | PRESIDENT | MELBOURNE, FL |
| — | Form ADV | GREATER MIDWEST FINANCIAL GROUP, LLC | PRESIDENT, CHIEF COMPLIANCE OFFICER AND MEMBER | SAINT PAUL, MN |
| — | Form ADV | REHMANN WEALTH | CHIEF INVESTMENT OFFICER/CHIEF OPERATIONS OFFICER | LANSING, MI |
| — | Form ADV | C-PAS LLC | CHIEF INVESTMENT OFFICER | LANSING, MI |
| — | Form ADV | ACACIA ASSET MANAGEMENT LLC | MEMBER | NEW YORK, NY |