# JAMES PATRICK MARX

JAMES PATRICK MARX is an investment adviser representative (IAR) with state registration records since 2004, appearing at 5 firms. Currently registered with PRIME CAPITAL INVESTMENT ADVISORS, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PRIME CAPITAL INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/288712) | 2025-08-04 | present | Yes |
| [ALERA INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/287906) | 2024-10-16 | 2025-06-11 | — |
| [FINANCIAL ENGINES ADVISORS L.L.C.](https://search.stillhousedata.com/firm/104510) | 2018-10-12 | 2024-11-01 | — |
| [EDELMAN FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/113299) | 2011-09-13 | 2018-11-01 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2004-11-30 | 2006-04-25 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2216799)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2216799.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.