# James Phillip Quinlan

James Phillip Quinlan is an investment adviser representative (IAR) with state registration records since 2000, appearing at 8 firms. Currently registered with PRIVATE ADVISOR GROUP, LLC.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PRIVATE ADVISOR GROUP, LLC](https://search.stillhousedata.com/firm/155216) | 2022-09-12 | present | Yes |
| [VALMARK ADVISERS INC](https://search.stillhousedata.com/firm/108050) | 2017-05-26 | 2018-06-22 | — |
| [WIPFLI FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/109983) | 2017-05-16 | 2022-08-30 | — |
| [CLIFTONLARSONALLEN WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/38357) | 2016-08-22 | 2017-05-15 | — |
| [SII INVESTMENTS, INC.](https://search.stillhousedata.com/firm/2225) | 2011-06-17 | 2016-09-21 | — |
| [INVEST FINANCIAL CORPORATION](https://search.stillhousedata.com/firm/12984) | 2007-07-12 | 2011-06-17 | — |
| [CETERA ADVISORS LLC](https://search.stillhousedata.com/firm/10299) | 2006-11-30 | 2007-07-26 | — |
| [SMART FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/118006) | 2000-03-23 | 2007-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2267483)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2267483.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.