WILLIAMS JAMES RICHARD appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. WILLIAMS JAMES RICHARD appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CREATIVE PLANNING, LLC | CO-CHIEF INVESTMENT OFFICER | OVERLAND PARK, KS |
| — | Form ADV | WEALTH MANAGEMENT CONSULTANTS, LLC | CHIEF COMPLIANCE OFFICER | OVERLAND PARK, KS |
| — | Form ADV | DUNEDIN LLP | PARTNER | EDINBURGH |