PORTWOOD TRAVIS JAMES appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. PORTWOOD TRAVIS JAMES appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | ALLEN CAPITAL GROUP, LLC | MEMBER | GRAND ISLAND, NE |
| — | Form ADV | MARINER WEALTH ADVISORS-OMAHA, LLC | VICE PRESIDENT OPERATIONS & TRADING MANAGER | OVERLAND PARK, KS |