# James T Morris

James T Morris of Newport Beach, CA appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 3 filing roles across Form D (2), Form ADV (1).

## Filings (3)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [TRUSTCORE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/106522) | CHIEF COMPLIANCE OFFICER | BRENTWOOD, TN |
| 2022-03-15 | Form D | [PACIFIC LIFE INSURANCE CO](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1080429&type=&dateb=&owner=include&count=40) | Executive Officer | NEWPORT BEACH, CA |
| 2018-07-19 | Form D | [PACIFIC LIFE & ANNUITY CO](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1094010&type=&dateb=&owner=include&count=40) | Executive Officer | Newport Beach, CA |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.