DECARLO JAMES EDWIN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. DECARLO JAMES EDWIN appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | WEALTHSPIRE ADVISORS LLC | CHIEF STRATEGIC GROWTH OFFICER | NEW YORK, NY |
| — | Form ADV | PRIVATE CAPITAL GROUP, LLC | CHIEF STRATEGIC GROWTH OFFICER | WEST HARTFORD, CT |
| — | Form ADV | PRIVATE OCEAN, LLC | CHIEF GROWTH OFFICER | SAN RAFAEL, CA |
| — | Form ADV | STRATEGIC WEALTH MANAGEMENT GROUP, LLC | MEMBER | FULTON, MD |