JAMES ADRIAN EDWARD appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. JAMES ADRIAN EDWARD appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | JAMES INVESTMENT RESEARCH INC | CO-TRUSTEE | XENIA, OH |
| — | Form ADV | ROGGE GLOBAL PARTNERS LIMITED | DIRECTOR | LONDON |
| — | Form ADV | BETASMARTZ ADVISORY LLC | SHAREHOLDER | NEW YORK, NY |
| — | Form ADV | VINEYARD FAMILY WEALTH ADVISORS | CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER | HOUSTON, TX |