# JAMES PRONK TATE

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..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [GENEOS WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/120894) | 2004-03-24 | present | Yes |
| [UNITED SECURITIES ALLIANCE, INC.](https://search.stillhousedata.com/firm/36487) | 2003-06-12 | 2004-03-24 | — |
| [CAMBRIDGE INVESTMENT RESEARCH, INC.](https://search.stillhousedata.com/firm/39543) | 2003-01-02 | 2003-06-13 | — |
| [CETERA ADVISORS LLC](https://search.stillhousedata.com/firm/10299) | 1998-04-10 | 2002-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2337814)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2337814.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.