# JAMES KEVIN PHENEY

JAMES KEVIN PHENEY is an investment adviser representative (IAR) with state registration records since 2002, appearing at 4 firms. Currently registered with NEWEDGE ADVISORS, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [NEWEDGE ADVISORS, LLC](https://search.stillhousedata.com/firm/171351) | 2021-11-01 | present | Yes |
| [MID ATLANTIC FINANCIAL MANAGEMENT, INC.](https://search.stillhousedata.com/firm/109771) | 2017-08-01 | 2021-11-01 | — |
| [WFG ADVISORS, LP](https://search.stillhousedata.com/firm/125073) | 2005-01-03 | 2017-08-02 | — |
| [PRO-INTEGRITY SECURITIES, INC.](https://search.stillhousedata.com/firm/44707) | 2002-06-28 | 2004-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1272932)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1272932.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.