Burr James appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Burr James appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CAPFINANCIAL PARTNERS, LLC | BOARD OF MANAGERS | RALEIGH, NC |
| — | Form ADV | ASCENDE WEALTH ADVISERS, INC. | DIRECTOR | HOUSTON, TX |