MARTIN JAMES R appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. MARTIN JAMES R appears on 6 filing roles across Form ADV (6).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | HSBC GLOBAL ASSET MANAGEMENT (USA) INC. | DIRECTOR | NEW YORK, NY |
| — | Form ADV | DAI WEALTH, LLC | SVP, WEALTH MANAGEMENT | ATLANTA, GA |
| — | Form ADV | JAMES R. MARTIN CONSULTING, INC | PRESIDENT | VANCOUVER, WA |
| — | Form ADV | ANCORATO | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | BOISE, ID |
| — | Form ADV | LEGACY WEALTH MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER | BOISE, ID |
| — | Form ADV | MERITAGE CAPITAL, LLC | MANAGING DIRECTOR OF RESEARCH | AUSTIN, TX |