SOKOLOFF JONATHAN DAVIS appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. SOKOLOFF JONATHAN DAVIS appears on 9 filing roles across Form ADV (9).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | MARINER WEALTH | TRUSTEE | OVERLAND PARK, KS |
| — | Form ADV | MARINER | TRUSTEE | OVERLAND PARK,, KS |
| — | Form ADV | MARINER INDEPENDENT | ELECTED MANAGER | OVERLAND PARK, KS |
| — | Form ADV | MARINER INDEPENDENT ADVISOR NETWORK, LLC | ELECTED MANAGER | OVERLAND PARK, KS |
| — | Form ADV | MARINER | ELECTED MANAGER | OVERLAND PARK, KS |
| — | Form ADV | MARINER WEALTH ADVISORS-PR, LLC | ELECTED MANAGER | OVERLAND PARK, KS |
| — | Form ADV | LEONARD GREEN & PARTNERS, L.P. | MEMBER | LOS ANGELES, CA |
| — | Form ADV | MARINER INSTITUTIONAL, LLC | TRUSTEE | WINTER PARK, FL |
| — | Form ADV | ADVICEPERIOD, LLC | TRUSTEE | LOS ANGELES, CA |