BARTLETT JAMES appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. BARTLETT JAMES appears on 6 filing roles across Form ADV (6).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CLEARSTEAD ADVISORS, LLC | DIRECTOR | CLEVELAND, OH |
| — | Form ADV | CHOREO, LLC | SENIOR VICE PRESIDENT OF ADVISORS | ROCKFORD, IL |
| — | Form ADV | TRIBECA INVESTMENT PARTNERS PTY LTD | DIRECTOR | SYDNEY |
| — | Form ADV | CHOREO PARTNER ALLIANCE, LLC | SENIOR VICE PRESIDENT OF ADVISORS | ROCKFORD, IL |
| — | Form ADV | CLEARWATER ADVISORS, LLC | MEMBER | BOISE, ID |
| — | Form ADV | RETIREMENT DESIGN & MANAGEMENT INC | SVP, FIXED INCOME AND RESEARCH | WESTPORT, CT |