WELKE MARSHALL JAMES appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. WELKE MARSHALL JAMES appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | EXENCIAL WEALTH ADVISORS, LLC | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | OKLAHOMA CITY, OK |