# MARTIN JAMES R

MARTIN JAMES R appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 6 filing roles across Form ADV (6).

## Filings (6)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [HSBC GLOBAL ASSET MANAGEMENT (USA) INC.](https://search.stillhousedata.com/firm/105686) | DIRECTOR | NEW YORK, NY |
| — | Form ADV | [DAI WEALTH, LLC](https://search.stillhousedata.com/firm/138938) | SVP, WEALTH MANAGEMENT | ATLANTA, GA |
| — | Form ADV | [JAMES R. MARTIN CONSULTING, INC](https://search.stillhousedata.com/firm/109542) | PRESIDENT | VANCOUVER, WA |
| — | Form ADV | [ANCORATO](https://search.stillhousedata.com/firm/322695) | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | BOISE, ID |
| — | Form ADV | [LEGACY WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/174767) | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER | BOISE, ID |
| — | Form ADV | [MERITAGE CAPITAL, LLC](https://search.stillhousedata.com/firm/129257) | MANAGING DIRECTOR OF RESEARCH | AUSTIN, TX |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.