James McDaniel is an investment adviser representative (IAR) with state registration records since 2016, appearing at 4 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2025-09-17 | present | Yes |
| PNC WEALTH MANAGEMENT | 2024-05-30 | 2025-08-20 | — |
| FIRST CITIZENS INVESTOR SERVICES, INC. | 2022-01-07 | 2024-05-22 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2016-12-08 | 2021-12-23 | — |