ULLMAN JON M appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. ULLMAN JON M appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | MONTIS FINANCIAL, LLC | VICE PRESIDENT | WALTHAM, MA |
| — | Form ADV | DELESSERT FINANCIAL SERVICES INC | DIRECTOR OF FINANCIAL PLANNING | WALTHAM, MA |