JAMES M LORENZ is an investment adviser representative (IAR) with state registration records since 2001, appearing at 3 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2019-05-19 | 2025-03-31 | — |
| FIDELITY PERSONAL TRUST COMPANY, FSB | 2005-04-27 | 2007-03-28 | — |
| STRATEGIC ADVISERS LLC | 2001-10-30 | 2016-08-11 | — |