WARRING JAMES DALE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. WARRING JAMES DALE appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | EAGLESTONE WEALTH ADVISORS, INC. | PRESIDENT/CEO & CHIEF COMPLIANCE OFFICER | ROCKVILLE, MD |
| — | Form ADV | R&M WEALTH MANAGEMENT SERVICES, LLC | MEMBER | BETHESDA, MD |