PRINT JASON PATRICK appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. PRINT JASON PATRICK appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | SUMMIT WEALTH PARTNERS, LLC | SENIOR WEALTH ADVISOR & PORTFOLIO MANAGER | ORLANDO, FL |
| — | Form ADV | SUMMIT WEALTH PARTNERS, INC | MEMBER | ORLANDO, FL |