Richard Jason McWhorter is an investment adviser representative (IAR) with state registration records since 1997, appearing at 3 firms. Currently registered with SUMMIT FINANCIAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SUMMIT FINANCIAL, LLC | 2024-05-10 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2008-03-07 | 2024-06-04 | — |
| CITIGROUP GLOBAL MARKETS INC. | 1997-07-08 | 2008-03-20 | — |