JAMES PRONK TATE is an investment adviser representative (IAR) with state registration records since 1998, appearing at 4 firms. Currently registered with GENEOS WEALTH MANAGEMENT, INC..
| Firm | From | To | Current |
|---|---|---|---|
| GENEOS WEALTH MANAGEMENT, INC. | 2004-03-24 | present | Yes |
| UNITED SECURITIES ALLIANCE, INC. | 2003-06-12 | 2004-03-24 | — |
| CAMBRIDGE INVESTMENT RESEARCH, INC. | 2003-01-02 | 2003-06-13 | — |
| CETERA ADVISORS LLC | 1998-04-10 | 2002-12-31 | — |