James Donald David appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. James Donald David appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-01-31 | Form ADV | DAVID WEALTH MANAGEMENT, LLC | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | FAIRFAX, VA |
| — | Form ADV | PARSEC FINANCIAL MANAGEMENT INC | VICE PRESIDENT-CHARLOTTE OFFICE | ASHEVILLE, NC |
| — | Form ADV | CHEYNE CAPITAL MANAGEMENT (UK) LLP | CHIEF COMPLIANCE OFFICER | LONDON |