James D Burleson
Chief Compliance Officer / Chief Financial OfficerForge Financial Services, LLCCRD 5995946
About James D Burleson
James D Burleson is listed as Chief Compliance Officer / Chief Financial Officer at Forge Financial Services, LLC in Edmond, OK. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Forge Financial Services, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James D Burleson work?
James D Burleson is listed as Chief Compliance Officer / Chief Financial Officer at Forge Financial Services, LLC on SEC Form ADV.
How much of Forge Financial Services, LLC does James D Burleson own?
Form ADV reports a beneficial ownership band of Under 5%.
Forge Financial Services, LLC
| Title | Chief Compliance Officer / Chief Financial Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2019 |