KLEVENS JOSHUA AARON appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. KLEVENS JOSHUA AARON appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | FINANCIAL PLANNING CONCEPTS OF AMERICA, INC. | MANAGER | WEST PALM BEACH, FL |
| — | Form ADV | CHARLESBANK CAPITAL PARTNERS, LLC | MANAGING DIRECTOR -- MANAGING MEMBER | BOSTON, MA |
| — | Form ADV | PAUL GLOBAL ADVISORS LLC | MANAGER | SYOSSET, NY |