James Kenneth Wallace appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. James Kenneth Wallace appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2026-01-28 | Form ADV | BPM WEALTH ADVISORS, LLC | CEO | SAN FRANCISCO, CA |