James Dale Price of Phonix, AZ appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. James Dale Price appears on 4 filing roles across Form ADV (3), Form D (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-10-20 | Form ADV | VISION2020 WEALTH MANAGEMENT CORP. | CHAIRMAN, DIRECTOR | SCOTTSDALE, AZ |
| 2026-01-07 | Form ADV | OSAIC ADVISORY SERVICES, LLC | CHAIRMAN | ATLANTA, GA |
| 2025-09-15 | Form ADV | LADENBURG THALMANN ASSET MANAGEMENT INC | CHAIRMAN | NEW YORK, NY |
| 2017-01-11 | Form D | Advisor Group Holdings, Inc. | Executive Officer | NEW YORK, NY |