JAMES MATTHEW FOLEY is an investment adviser representative (IAR) with state registration records since 2017, appearing at 5 firms. Currently registered with KINETIC INVESTMENT MANAGEMENT, INC..
| Firm | From | To | Current |
|---|---|---|---|
| KINETIC INVESTMENT MANAGEMENT, INC. | 2022-01-03 | present | Yes |
| AE WEALTH MANAGEMENT, LLC | 2020-08-10 | 2021-12-16 | — |
| ELEVATED CAPITAL ADVISORS, LLC | 2020-01-07 | 2020-07-08 | — |
| AE WEALTH MANAGEMENT, LLC | 2018-09-06 | 2018-10-29 | — |
| QUESTAR ASSET MANAGEMENT, INC. | 2018-04-27 | 2018-07-24 | — |
| CREATIVEONE WEALTH, LLC | 2017-03-01 | 2017-12-04 | — |