JD
James David May
CRD 1601422
Firms
| Firm | Role | As of |
|---|---|---|
| Cape Investment Advisory, Inc. | Registered representative | 07/20/2026 |
| Global Investment Advisory Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Terra Wealth Management, Llc
Chief Compliance Officer · Less than 5% · Jul 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗