OATES JAMES MACLAY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. OATES JAMES MACLAY appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | EMERSON INVESTMENT MANAGEMENT LLC | DIRECTOR | BOSTON, MA |
| — | Form ADV | BEAUMONT FINANCIAL PARTNERS LLC | CLASS B MEMBER | NEEDHAM, MA |
| — | Form ADV | PHOENIX INVESTMENT PARTNERS, LTD. | DIRECTOR | HARTFORD, CT |