GOLDSTEIN JONATHAN CHARLES appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. GOLDSTEIN JONATHAN CHARLES appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | UNITED ADVISORS INVESTMENT MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER AND INTERIM PRESIDENT | NEW YORK, NY |
| — | Form ADV | UNITED ADVISORS, LLC | GENERAL COUNSEL AND INTERIM CCO | BOCA RATON, FL |
| — | Form ADV | UNITED ADVISORS SERVICES, LLC | CO-COMPLIANCE OFFICER | BOCA RATON, FL |