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James E Roberts

Chief Compliance OfficerIntentional, LLCCRD 5401304

About James E Roberts

James E Roberts is listed as Chief Compliance Officer at Intentional, LLC in Fort Mill, SC. Form ADV reports a beneficial ownership band of Under 5%. James E Roberts is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Intentional, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James E Roberts work?

James E Roberts is listed as Chief Compliance Officer at Intentional, LLC on SEC Form ADV.

How much of Intentional, LLC does James E Roberts own?

Form ADV reports a beneficial ownership band of Under 5%.

Intentional, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2022

Intentional, LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2022