HELVEY JAMES R appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. HELVEY JAMES R appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CASSIA CAPITAL PARTNERS LLC | MANAGING PARTNER AND CHIEF INVESTMENT OFFICER | WINSTON SALEM, NC |
| — | Form ADV | VERGER CAPITAL MANAGEMENT LLC | MEMBER, BOARD OF MANAGERS | WINSTON-SALEM, NC |
| — | Form ADV | CMT ASSET MANAGEMENT LIMITED | RISK MANAGEMENT OFFICER | CHICAGO, IL |