JAMES B OLMORE is an investment adviser representative (IAR) with state registration records since 2001, appearing at 5 firms. Currently registered with UNITED CAPITAL FINANCIAL ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2016-10-21 | present | Yes |
| MARINER, LLC | 2014-09-18 | 2016-10-13 | — |
| BETA WEALTH GROUP, INC | 2014-03-17 | 2014-08-11 | — |
| STRATEGIC ADVISERS LLC | 2004-07-01 | 2009-11-03 | — |
| WELLS FARGO INVESTMENTS, LLC | 2001-05-15 | 2004-05-21 | — |