BREEN JAMES THOMAS appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. BREEN JAMES THOMAS appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | THE SYMPHONY WEALTH MANAGEMENT GROUP, INC. | DIRECTOR, CHIEF PORTFOLIO MANAGER | ATLANTA, GA |
| — | Form ADV | BREEN FINANCIAL CORPORATION | PRESIDENT | CHARLOTTE, NC |