James J Spinelli of Paoli, PA appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. James J Spinelli appears on 3 filing roles across Form ADV (2), Form 13F (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2026-01-05 | Form ADV | GREAT VALLEY ADVISOR GROUP, LLC | CHIEF EXECUTIVE OFFICER | BERWYN, PA |
| 2025-08-15 | Form ADV | U.S. FINANCIAL ADVISORS, LLC | CHIEF EXECUTIVE OFFICER | WILMINGTON, DE |
| 2020-08-18 | Form 13F | Bernicke Wealth Management, Ltd. | COO | ALTOONA, WI |