# DAVID WILLIAM JAMES

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LONE PEAK ADVISERS](https://search.stillhousedata.com/firm/296772) | 2023-04-12 | present | Yes |
| [LONE PEAK ADVISERS](https://search.stillhousedata.com/firm/296772) | 2018-09-20 | 2022-12-31 | — |
| [LONE PEAK CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/284298) | 2017-01-30 | 2021-03-23 | — |
| [LEGACY PLANNING GROUP](https://search.stillhousedata.com/firm/145130) | 2008-02-27 | 2018-12-31 | — |
| [INVESTMENT MANAGEMENT CORPORATION](https://search.stillhousedata.com/firm/37196) | 2003-10-28 | 2007-12-10 | — |
| [EAGLE GATE SECURITIES, INC.](https://search.stillhousedata.com/firm/46959) | 2003-05-02 | 2003-11-11 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1241412)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1241412.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.