TAYLOR JAMES R appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. TAYLOR JAMES R appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | MIDWEST GROWTH ADVISORS, LLC | MEMBER | WEST DES MOINES, IA |
| — | Form ADV | HERITAGE INVESTMENT GROUP, INC. | CO-TRUSTEE OF THE TAYLOR FAMILY REV. TRUST | POMPANO BEACH, FL |
| — | Form ADV | DISCIPLINED INVESTMENTS, LLC | EXECUTIVE PARTNER | TULSA, OK |