JAMES LAWRENCE MOORE is an investment adviser representative (IAR) with state registration records since 2011, appearing at 5 firms. Currently registered with COLDSTREAM WEALTH MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| COLDSTREAM WEALTH MANAGEMENT | 2023-12-14 | present | Yes |
| PARCION PRIVATE WEALTH LLC | 2021-03-10 | 2023-11-17 | — |
| PATHSTONE | 2020-10-20 | 2020-12-03 | — |
| CORNERSTONE ADVISORS INC | 2016-05-13 | 2020-09-30 | — |
| FISHER ASSET MANAGEMENT, LLC | 2011-10-27 | 2014-07-31 | — |