DAVID WILLIAM JAMES is an investment adviser representative (IAR) with state registration records since 2003, appearing at 5 firms. Currently registered with LONE PEAK ADVISERS.
| Firm | From | To | Current |
|---|---|---|---|
| LONE PEAK ADVISERS | 2023-04-12 | present | Yes |
| LONE PEAK ADVISERS | 2018-09-20 | 2022-12-31 | — |
| LONE PEAK CAPITAL MANAGEMENT, LLC | 2017-01-30 | 2021-03-23 | — |
| LEGACY PLANNING GROUP | 2008-02-27 | 2018-12-31 | — |
| INVESTMENT MANAGEMENT CORPORATION | 2003-10-28 | 2007-12-10 | — |
| EAGLE GATE SECURITIES, INC. | 2003-05-02 | 2003-11-11 | — |