JAMES WILK LLOYD is an investment adviser representative (IAR) with state registration records since 2004, appearing at 4 firms. Currently registered with QP WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| QP WEALTH MANAGEMENT, LLC | 2025-01-29 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2019-05-14 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2006-11-08 | 2009-06-01 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2004-01-06 | 2006-11-06 | — |