James T Morris of Newport Beach, CA appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. James T Morris appears on 3 filing roles across Form D (2), Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | TRUSTCORE FINANCIAL SERVICES, LLC | CHIEF COMPLIANCE OFFICER | BRENTWOOD, TN |
| 2022-03-15 | Form D | PACIFIC LIFE INSURANCE CO | Executive Officer | NEWPORT BEACH, CA |
| 2018-07-19 | Form D | PACIFIC LIFE & ANNUITY CO | Executive Officer | Newport Beach, CA |