SARGENT JEFFREY SPENCER appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. SARGENT JEFFREY SPENCER appears on 7 filing roles across Form ADV (7).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | HOLISTIC WEALTH ADVISORS | CHIEF COMPLIANCE OFFICER | CLIFTON PARK, NY |
| — | Form ADV | ROBOTTI & COMPANY ADVISORS, LLC | CHIEF COMPLIANCE OFFICER | NEW YORK, NY |
| — | Form ADV | MERISTEAD WEALTH, LLC | CHIEF COMPLIANCE OFFICER | WESTLAKE, TX |
| — | Form ADV | CFO CAPITAL MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | FAIRFIELD, CT |
| — | Form ADV | WESTPORT RESOURCES MANAGEMENT INC | CHIEF COMPLIANCE OFFICER | WESTPORT, CT |
| — | Form ADV | BRITE ADVISORS USA, INC. | CHIEF COMPLIANCE OFFICER | NEW YORK, NY |
| — | Form ADV | NORTHSTAR WEALTH PARTNERS LLC | CHIEF COMPLIANCE OFFICER | WEST HARTFORD, CT |