James Robert Herrick appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. James Robert Herrick appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-09-11 | Form ADV | TFO WEALTH PARTNERS, LLC | EXECUTIVE VICE PRESIDENT | MAUMEE, OH |