James Marc Morris appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. James Marc Morris appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-01-31 | Form ADV | FMA WEALTH MANAGEMENT, LLC | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | DUXBURY, MA |
| — | Form ADV | TRUSTCORE FINANCIAL SERVICES, LLC | CHIEF COMPLIANCE OFFICER | BRENTWOOD, TN |