# James J Spinelli

James J Spinelli of Paoli, PA appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 3 filing roles across Form ADV (2), Form 13F (1).

## Filings (3)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| 2026-01-05 | Form ADV | [GREAT VALLEY ADVISOR GROUP, LLC](https://search.stillhousedata.com/firm/123913) | CHIEF EXECUTIVE OFFICER | BERWYN, PA |
| 2025-08-15 | Form ADV | [U.S. FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/108763) | CHIEF EXECUTIVE OFFICER | WILMINGTON, DE |
| 2020-08-18 | Form 13F | [Bernicke Wealth Management, Ltd.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1569863&type=&dateb=&owner=include&count=40) | COO | ALTOONA, WI |


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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.