SCHMIDT PHILLIP JAMES appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. SCHMIDT PHILLIP JAMES appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC | EXECUTIVE COMMITTEE MEMBER | COLUMBIA, SC |
| — | Form ADV | P. J. SCHMIDT INVESTMENT MANAGEMENT, INC | PRESIDENT/DIRECTOR | CEDARBURG, WI |
| — | Form ADV | BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | VICE PRESIDENT OF TRADING | CEDAR RAPIDS, IA |
| — | Form ADV | WAGNER WEALTH MANAGEMENT, LLC | PRINCIPAL, ADVISOR | DENVER, CO |