CONGDON CURTIS JEFFREY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. CONGDON CURTIS JEFFREY appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | XML FINANCIAL, LLC | PRESIDENT | BETHESDA, MD |
| — | Form ADV | LARA, MAY & ASSOCIATES, LLC | PRESIDENT | FALLS CHURCH, VA |