BARRETT CHARLES appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. BARRETT CHARLES appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | JFS WEALTH ADVISORS, LLC | VICE PRESIDENT | HERMITAGE, PA |
| — | Form ADV | COPELAND CAPITAL MANAGEMENT, LLC | SENIOR VICE PRESIDENT, DIRECTOR OF SALES AND MARKETING | CONSHOHOCKEN, PA |