DAWSON BRIAN JAMES appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. DAWSON BRIAN JAMES appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | EXENCIAL WEALTH ADVISORS, LLC | ELECTED MANAGER | OKLAHOMA CITY, OK |
| — | Form ADV | MCLEAN BUDDEN LIMITED. | EXECUTIVE VICE PRESIDENT, MANAGING DIRECTOR | TORONTO, ONTARIO |