James Richard Sotell appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. James Richard Sotell appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-04-21 | Form ADV | COMPERIO RETIREMENT CONSULTING, INC. | MANAGING DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER & TREASURER | CARY, NC |