FELDMAN JONATHAN TODD appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. FELDMAN JONATHAN TODD appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | LEGACY WEALTH PARTNERS, LLC | MEMBER | LAKEWOOD, CO |
| — | Form ADV | HAVEN ASSET MANAGEMENT (INSURANCE) LLC | CHIEF OPERATING OFFICER AND PRESIDENT | GREENWICH, CT |