PHELPS JEFFREY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. PHELPS JEFFREY appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | SMITH GRAHAM & CO INVESTMENT ADVISORS, L.P.** | EXECUTIVE VICE PRESIDENT | HOUSTON, TX |
| — | Form ADV | AVALON ADVISORS LLC | MEMBER, EXECUTIVE OFFICER | HOUSTON, TX |