MCCARTY JAMES XAVIER appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. MCCARTY JAMES XAVIER appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | FINANCIAL PERSPECTIVES PLANNING SERVICES INC | EVP/DIRECTOR | BOSTON, MA |
| — | Form ADV | ALLOCATION PLUS ASSET MANAGEMENT CO INC | CHIEF COMPLIANCE OFFICER | BOSTON, MA |