BREEN WILLIAM JAMES appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. BREEN WILLIAM JAMES appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | THE SYMPHONY WEALTH MANAGEMENT GROUP, INC. | DIRECTOR, CHIEF INVESTMENT OFFICER | ATLANTA, GA |
| — | Form ADV | BREEN FINANCIAL CORPORATION | CHAIRMAN/CEO | CHARLOTTE, NC |
| — | Form ADV | STACKHABIT LLC | MEMBER | — |