KELVIN JEFFREY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. KELVIN JEFFREY appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | ROOTED WEALTH ADVISORS | CHIEF COMPLIANCE OFFICER | BOURBONNAIS, IL |
| — | Form ADV | BALIS ENTERPRISES LLC | CHIEF COMPLIANCE OFFICER | — |
| — | Form ADV | SHILANSKI & ASSOCIATES, INC. | CHIEF COMPLIANCE OFFICER | ANCHORAGE, AK |
| — | Form ADV | FINANCIAL MANAGEMENT CONCEPTS | CHIEF COMPLIANCE OFFICER | WINTER SPRINGS, FL |