WHEELER JEFFREY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. WHEELER JEFFREY appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | WALLACE & MACKENZIE, INC. | CFO | — |
| — | Form ADV | COGNIOS CAPITAL, LLC | DIRECTOR OF TRADING | LEAWOOD, KS |