STEWART TODD JEFFREY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. STEWART TODD JEFFREY appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | ORG PARTNERS LLC | MEMBER | DALLAS, TX |
| — | Form ADV | ASCENTIS WEALTH MANAGEMENT, LLC | CO-FOUNDER | DALLAS, TX |
| — | Form ADV | ORG PARTNERS ASSET MANAGEMENT LLC | CO-FOUNDER | DALLAS, TX |
| — | Form ADV | ORG PRIVATE ADVISOR GROUP, LLC | MEMBER | ROANOKE, IN |