David Morris James appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. David Morris James appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-03-05 | Form ADV | PINNACLE WEALTH ADVISORS | CHIEF COMPLIANCE OFFICER | NASHVILLE, TN |