FREEMAN WILLIAM JAY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. FREEMAN WILLIAM JAY appears on 9 filing roles across Form ADV (9).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | RBC ROCHDALE, LLC | BOARD MEMBER | NEW YORK, NY |
| — | Form ADV | RBC SECURITIES, INC. | DIRECTOR | LOS ANGELES, CA |
| — | Form ADV | CLIFFORD SWAN INVESTMENT COUNSEL LLC | DIRECTOR | PASADENA, CA |
| — | Form ADV | LMCG INVESTMENTS, LLC | BOARD MEMBER | BOSTON, MA |
| — | Form ADV | AMBS INVESTMENT COUNSEL LLC | BOARD MEMBER | GRAND RAPIDS, MI |
| — | Form ADV | MID-CONTINENT CAPITAL LLC | DIRECTOR | CHICAGO, IL |
| — | Form ADV | SYMPHONIC FINANCIAL ADVISORS LLC | BOARD MEMBER | NEW YORK, NY |
| — | Form ADV | CONVERGENT WEALTH ADVISORS, LLC | BOARD MEMBER | BEVERLY HILLS, CA |
| — | Form ADV | CITY NATIONAL ASSET MANAGEMENT, INC. | SENIOR VICE PRESIDENT & DIRECTOR | BEVERLY HILLS, CA |