DICKSON JAMES R appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. DICKSON JAMES R appears on 6 filing roles across Form ADV (6).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | SANCTUARY ADVISORS, LLC | BOARD MEMBER, DIRECTOR, PRESIDENT | MIAMI, FL |
| — | Form ADV | WINTHROP CAPITAL MANAGEMENT, LLC | BOARD MEMBER, DIRECTOR, PRESIDENT | CARMEL, IN |
| — | Form ADV | ELEVATION POINT WEALTH PARTNERS, LLC | CEO | DENVER, CO |
| — | Form ADV | TWO WEST CAPITAL ADVISORS LLC | ELECTED MANAGER OF SANCTUARY WEALTH GROUP, LLC | OVERLAND PARK, KS |
| — | Form ADV | PREMIERSOURCE LLC | DIRECTOR | OKLAHOMA CITY, OK |
| — | Form ADV | TRUEROCK ASSET MANAGEMENT, LLC | BOARD MEMBER, DIRECTOR | INDIANAPOLIS, IN |