WEATHERLY JONATHAN ROBERT appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. WEATHERLY JONATHAN ROBERT appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CONCORD WEALTH PARTNERS | CHIEF FINANCIAL OFFICER | ABINGDON, VA |
| — | Form ADV | CONCORD ASSET MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | ABINGDON, VA |