PHIFER WALTER JEFFREY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. PHIFER WALTER JEFFREY appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | LIVE OAK PRIVATE WEALTH, LLC | CHIEF FINANCIAL OFFICER | WILMINGTON, NC |
| — | Form ADV | CANAPI ADVISORS, LLC | CHIEF FINANCIAL OFFICER | WILMINGTON, NC |