# James A Halabi

James A Halabi is an investment adviser representative (IAR) with state registration records since 2006, appearing at 10 firms. Currently registered with PNC WEALTH MANAGEMENT.

## Registration history (10)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PNC WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/129052) | 2025-04-10 | present | Yes |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2022-01-26 | 2025-04-05 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2019-04-12 | 2023-09-07 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2019-04-12 | 2022-10-14 | — |
| [CUSO FINANCIAL SERVICES, L.P.](https://search.stillhousedata.com/firm/42132) | 2017-09-05 | 2019-01-30 | — |
| [CAPITAL ONE ADVISORS, LLC](https://search.stillhousedata.com/firm/136865) | 2015-01-28 | 2017-09-07 | — |
| [CAPITAL ONE FINANCIAL ADVISORS LLC](https://search.stillhousedata.com/firm/127236) | 2012-08-16 | 2015-01-28 | — |
| [MML INVESTORS SERVICES, LLC](https://search.stillhousedata.com/firm/10409) | 2011-06-15 | 2012-08-02 | — |
| [TRUIST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/17499) | 2007-11-26 | 2010-09-16 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2006-11-14 | 2007-09-11 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2090316)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2090316.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.