# JAMES STEPHEN ZOLDY

JAMES STEPHEN ZOLDY is an investment adviser representative (IAR) with state registration records since 2010, appearing at 3 firms. Currently registered with WASHINGTON TRUST ADVISORS, INC..

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WASHINGTON TRUST ADVISORS, INC.](https://search.stillhousedata.com/firm/110407) | 2021-09-15 | present | Yes |
| [HALSEY ASSOCIATES](https://search.stillhousedata.com/firm/281212) | 2015-09-11 | 2019-10-01 | — |
| [HALSEY ASSOCIATES INC](https://search.stillhousedata.com/firm/108301) | 2010-01-20 | 2015-10-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2841707)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2841707.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.