GREEN DEREK JEFFREY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. GREEN DEREK JEFFREY appears on 6 filing roles across Form ADV (6).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | BLUELIST PARTNERS, LLC | MEMBER, CCO | OCCOQUAN, VA |
| — | Form ADV | CI GLOBAL INVESTMENTS INC. | PRESIDENT | OAKLAND, CA |
| — | Form ADV | WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | LAWRENCEVILLE, NJ |
| — | Form ADV | KITCHING PARTNERS, LLC | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | CONSHOHOCKEN, PA |
| — | Form ADV | GREYCLIFF WEALTH MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | NEW YORK, NY |
| — | Form ADV | NORTH AMERICAN WEALTH MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | STONE HARBOR, NJ |