# James Patrick Terrion

James Patrick Terrion is an investment adviser representative (IAR) with state registration records since 2006, appearing at 7 firms. Currently registered with USAA INVESTMENT SERVICES COMPANY.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [USAA INVESTMENT SERVICES COMPANY](https://search.stillhousedata.com/firm/5475) | 2025-09-12 | present | Yes |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2025-05-15 | 2025-07-23 | — |
| [CUSO FINANCIAL SERVICES, L.P.](https://search.stillhousedata.com/firm/42132) | 2023-09-08 | 2025-05-15 | — |
| [FROST INVESTMENT SERVICES](https://search.stillhousedata.com/firm/286129) | 2022-02-15 | 2023-05-24 | — |
| [FISHER ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/107342) | 2021-09-20 | 2022-01-19 | — |
| [PNC MANAGED ACCOUNT SOLUTIONS, INC.](https://search.stillhousedata.com/firm/110476) | 2016-02-18 | 2021-08-23 | — |
| [MSI FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/14251) | 2006-08-10 | 2015-10-28 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2394982)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2394982.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.