Paul James O'Grady appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Paul James O'Grady appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-12-01 | Form ADV | ALTIUM INVESTMENT STRATEGIES LLC | OWNER | WESLEY CHAPEL, FL |
| 2025-09-18 | Form ADV | ACCURATE WEALTH MANAGEMENT, LLC | MEMBER | WESLEY CHAPEL, FL |