SPENCER JAMES C appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. SPENCER JAMES C appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | BOGART WEALTH, LLC | CHIEF INVESTMENT OFFICER | MCLEAN, VA |
| — | Form ADV | COPELAND CAPITAL MANAGEMENT, LLC | DIRECTOR OF FIXED INCOME | CONSHOHOCKEN, PA |