BENNETT DAVID LLOYD appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. BENNETT DAVID LLOYD appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | SUCCESSFUL PORTFOLIOS LLC | VICE PRESIDENT | CLEARWATER, FL |
| — | Form ADV | UNIFY FINANCIAL LLC | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | CLEARWATER, FL |