HEALY JAMES JOSEPH appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. HEALY JAMES JOSEPH appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | TKC WEALTH MANAGEMENT LLC | MANAGING MEMBER | DALLAS, TX |
| — | Form ADV | GLOBAL FOREST PARTNERS LP | INVESTMENT COMMITTEE | LEBANON, NH |
| — | Form ADV | CIVITAS CAPITAL MANAGEMENT, LLC | CHIEF EXECUTIVE OFFICER | DALLAS, TX |
| — | Form ADV | R.J. HEALY & COMPANY | PRESIDENT/CHIEF COMPLIANCE OFFICER/TRUSTEE | LAFAYETTE, CA |
| — | Form ADV | CIVITAS CAPITAL MANAGEMENT, LLC | CHIEF EXECUTIVE OFFICER | DALLAS, TX |