# COSTELLO JAMES PATRICK

COSTELLO JAMES PATRICK appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 3 filing roles across Form ADV (3).

## Filings (3)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [CETERA PLANNING PARTNERS](https://search.stillhousedata.com/firm/129625) | VICE PRESIDENT/CHIEF FINANCIAL OFFICER | LEAWOOD, KS |
| — | Form ADV | [ALERA RETIREMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/155738) | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | ROCHESTER, NY |
| — | Form ADV | [BLUE OCEAN STRATEGIC CAPITAL, LLC](https://search.stillhousedata.com/firm/112777) | MEMBER | SYRACUSE, NY |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.