MAXEY DAVID ELGIN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. MAXEY DAVID ELGIN appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | HERITAGE FAMILY OFFICES, LLP | GENERAL PARTNER AND CHIEF COMPLIANCE OFFICER | SCOTTSDALE, AZ |
| — | Form ADV | HERITAGE WEALTH MANAGEMENT, LLC | DIRECTOR | PHOENIX, AZ |
| — | Form ADV | HERITAGE WEALTH MANAGEMENT, LLC | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | PHOENIX, AZ |
| — | Form ADV | JUNCTURE WEALTH STRATEGIES, LLC | MANAGING MEMBER | SCOTTSDALE, AZ |