Gross James of Bend, OR appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Gross James appears on 4 filing roles across Form ADV (3), Form D (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | PROCOURSE FIDUCIARY ADVISORS, LLC | CHIEF COMPLIANCE OFFICER | CARMEL, IN |
| — | Form ADV | ATB INVESTMENT MANAGEMENT INC. | CHIEF COMPLIANCE OFFICER - ATBIM | EDMONTON |
| — | Form ADV | GRAYHAWK INVESTMENT STRATEGIES INC. | CHIEF COMPLIANCE OFFICER | CALGARY, ALBERTA |
| 2019-02-19 | Form D | Jackpine Properties LLC | Executive Officer | BEND, OR |