James Bertram Morris of Portland, OR appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. James Bertram Morris appears on 3 filing roles across Form ADV (2), Form D (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | PINNACLE WEALTH ADVISORS | CHIEF COMPLIANCE OFFICER | NASHVILLE, TN |
| — | Form ADV | TRUSTCORE FINANCIAL SERVICES, LLC | CHIEF COMPLIANCE OFFICER | BRENTWOOD, TN |
| 2011-03-31 | Form D | Lecere Corp | Executive Officer | PORTLAND, OR |