James Allen Neuenschwander of The Woodlands, TX appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. James Allen Neuenschwander appears on 2 filing roles across Form ADV (1), Form 13F (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-08-26 | Form ADV | OUTLOOK WEALTH ADVISORS, LLC | PRESIDENT | THE WOODLANDS, TX |
| 2025-04-14 | Form 13F | Outlook Wealth Advisors, LLC | Founder and Owner | SHENANDOAH, TX |