DAVIES JEROME JAMES appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. DAVIES JEROME JAMES appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | LLOYDS BANK PLC | GROUP EXECUTIVE COMMITTEE MEMBER | LONDON |
| — | Form ADV | DAVIES FINANCIAL ADVISORS, INC. | PRESIDENT AND CCO | MURRIETA, CA |
| — | Form ADV | ROSZEL ADVISORS, LLC | TREASURER | PENNINGTON, NJ |
| — | Form ADV | SECURITIES EVALUATIONS, INC. | PRESIDENT | NEW YORK, NY |
| — | Form ADV | SANDBAR ASSET MANAGEMENT LLP | PARTNER & COO & CCO | LONDON, ENGLAND |