JAMES KEITH TATE is an investment adviser representative (IAR) with state registration records since 1994, appearing at 6 firms. Currently registered with RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
| Firm | From | To | Current |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2026-05-04 | present | Yes |
| STIFEL INDEPENDENT ADVISORS, LLC | 2022-06-01 | 2026-05-13 | — |
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | 2015-07-10 | 2022-06-02 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2015-07-31 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2006-10-06 | 2009-06-01 | — |
| A. G. EDWARDS & SONS, INC. | 1994-07-18 | 2006-10-09 | — |