LEAVITT ADAM JAMES appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. LEAVITT ADAM JAMES appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | DISCIPLINED INVESTMENTS, LLC | CHIEF COMPLIANCE OFFICER | TULSA, OK |
| — | Form ADV | THE FINANCIAL ADVISORY GROUP, LLC | OWNER | HOUSTON, TX |