GRADY JAMES FRANCIS appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. GRADY JAMES FRANCIS appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | PUBLIC TRUST ADVISORS, LLC | MANAGING DIRECTOR | DENVER, CO |
| — | Form ADV | TD AMERITRADE, INC. | MUNICIPAL SECURITIES PRINCIPAL | OMAHA, NE |
| — | Form ADV | PT ASSET MANAGEMENT, LLC | MANAGING DIRECTOR | DENVER, CO |