CURTIS JEFFREY DAVID appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. CURTIS JEFFREY DAVID appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | OCTAVE INVESTMENT MANAGEMENT LLP | CFO | LONDON |
| — | Form ADV | WATERMARK WEALTH MANAGEMENT, LLC | MANAGING MEMBER | INDIANAPOLIS, IN |