MCCARRON JAMES DENNIS appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. MCCARRON JAMES DENNIS appears on 6 filing roles across Form ADV (6).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | ELITE WEALTH MANAGEMENT, INC. | CHIEF COMPLIANCE OFFICER | KIRKLAND, WA |
| — | Form ADV | LATTICE CAPITAL MANAGEMENT LLC | CHIEF COMPLIANCE OFFICER | KIRKLAND, WA |
| — | Form ADV | SVB WEALTH LLC | CHIEF COMPLIANCE OFFICER | BOSTON, MA |
| — | Form ADV | U.S. FINANCIAL ADVISORS, LLC | EVP/COO | WILMINGTON, DE |
| — | Form ADV | SVB ASSET MANAGEMENT | CHIEF COMPLIANCE OFFICER | SAN FRANCISCO, CA |
| — | Form ADV | SVB INVESTMENT SERVICES INC. | CCO, BROKER-DEALER/RIA AND PFO AND POO | SAN FRANCISCO, CA |