Wilson James of Houston, TX appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Wilson James appears on 15 filing roles across Form ADV (14), Form D (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | PRUCO SECURITIES, LLC | VICE PRESIDENT | NEWARK, NJ |
| — | Form ADV | EJF CAPITAL LP | CHIEF OPERATING OFFICER/CHIEF EXECUTIVE OFFICER (EJF CAPITAL/ FINS MANAGER/ TPINS MANAGER/ EJF INVESTMENTS MANAGER LLC) | ARLINGTON, VA |
| — | Form ADV | GEN-WEALTH PARTNERS, INC. | OWNER | ZEELAND, MI |
| — | Form ADV | PATIENT CAPITAL MANAGEMENT, LLC | VICE PRESIDENT & HEAD OF OPERATIONS | BALTIMORE, MD |
| — | Form ADV | SWIFT VENTURES MANAGEMENT, LLC | MANAGING MEMBER | LAFAYETTE, CA |
| — | Form ADV | MILLER VALUE PARTNERS, LLC | HEAD OF OPERATIONS | SARASOTA, FL |
| — | Form ADV | LINDSELL TRAIN LIMITED | DIRECTOR & SHAREHOLDER | LONDON |
| — | Form ADV | FBR INVESTMENT MANAGEMENT, INC. | CHIEF OPERATIONS OFFICER | ARLINGTON, VA |
| — | Form ADV | CLEARBRIDGE, LLC | SENIOR VICE PRESIDENT | BALTIMORE, MD |
| — | Form ADV | E*TRADE CAPITAL MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER - INTERNATIONAL | ARLINGTON, VA |
| — | Form ADV | EMPIRE INVESTMENT ADVISORS INC | CHIEF COMPLIANCE OFFICER | LONGWOOD, FL |
| — | Form ADV | FRIEDMAN BILLINGS RAMSEY INVESTMENT MANAGEMENT INC | GENERAL COUNSEL | ARLINGTON, VA |
| — | Form ADV | MAEVA CAPITAL PARTNERS LLC | MANAGING MEMBER | WHITE PLAINS, NY |
| — | Form ADV | MAEVA GROUP, LLC | CEO & CCO | WHITE PLAINS, NY |
| 2024-02-07 | Form D | BWC Metroplex, LLC | Executive Officer | BRYAN, TX |