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James Dale Warring

Founder & CeoEaglestone Wealth Advisors, Inc.CRD 3198200

About James Dale Warring

James Dale Warring is listed as Founder & Ceo at Eaglestone Wealth Advisors, Inc. in Rockville, MD. Form ADV reports a beneficial ownership band of 50-75%. James Dale Warring is associated with 2 registered advisers.

Reported ownership

Owns 50-75% of Eaglestone Wealth Advisors, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Dale Warring work?

James Dale Warring is listed as Founder & Ceo at Eaglestone Wealth Advisors, Inc. on SEC Form ADV.

How much of Eaglestone Wealth Advisors, Inc. does James Dale Warring own?

Form ADV reports a beneficial ownership band of 50-75%.

Eaglestone Wealth Advisors, Inc.

TitleFounder & Ceo
Ownership50-75%
Control personYes
Since2006
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Eaglestone Wealth Advisors, Inc.

TitleTrustee
Ownership—
Control personYes
Since2022
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