James Lawrence Oberheide is an investment adviser representative (IAR) with state registration records since 1997, appearing at 5 firms. Currently registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
| Firm | From | To | Current |
|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2024-09-12 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2024-09-26 | — |
| MORGAN STANLEY & CO. LLC | 2007-04-02 | 2009-06-01 | — |
| MORGAN STANLEY DW INC. | 2007-02-16 | 2007-04-02 | — |
| ALLIANCEBERNSTEIN L.P. | 1997-07-08 | 2007-02-23 | — |