# JAMES KENNETH SPANN

JAMES KENNETH SPANN is an investment adviser representative (IAR) with state registration records since 2003, appearing at 5 firms. Currently registered with IP FINANCIAL ADVISORY SERVICES LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [IP FINANCIAL ADVISORY SERVICES LLC](https://search.stillhousedata.com/firm/305772) | 2021-10-12 | present | Yes |
| [WOODBURY FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/421) | 2019-03-01 | 2021-10-12 | — |
| [QUESTAR ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/133358) | 2015-04-30 | 2019-03-01 | — |
| [LEGEND ADVISORY, LLC](https://search.stillhousedata.com/firm/104761) | 2015-03-17 | 2015-04-24 | — |
| [VALIC FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/42803) | 2003-03-28 | 2015-03-12 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2291402)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2291402.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.