COSTELLO JAMES PATRICK appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. COSTELLO JAMES PATRICK appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CETERA PLANNING PARTNERS | VICE PRESIDENT/CHIEF FINANCIAL OFFICER | LEAWOOD, KS |
| — | Form ADV | ALERA RETIREMENT ADVISORS, LLC | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | ROCHESTER, NY |
| — | Form ADV | BLUE OCEAN STRATEGIC CAPITAL, LLC | MEMBER | SYRACUSE, NY |