# James Bertram Morris

James Bertram Morris of Portland, OR appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 3 filing roles across Form ADV (2), Form D (1).

## Filings (3)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [PINNACLE WEALTH ADVISORS](https://search.stillhousedata.com/firm/132634) | CHIEF COMPLIANCE OFFICER | NASHVILLE, TN |
| — | Form ADV | [TRUSTCORE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/106522) | CHIEF COMPLIANCE OFFICER | BRENTWOOD, TN |
| 2011-03-31 | Form D | [Lecere Corp](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1468481&type=&dateb=&owner=include&count=40) | Executive Officer | PORTLAND, OR |


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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.