# JAMES MICHAEL PHELAN

JAMES MICHAEL PHELAN is an investment adviser representative (IAR) with state registration records since 2016, appearing at 4 firms. Currently registered with OSAIC WEALTH, INC..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [OSAIC WEALTH, INC.](https://search.stillhousedata.com/firm/23131) | 2022-10-19 | present | Yes |
| [CANTELLA & CO., INC.](https://search.stillhousedata.com/firm/13905) | 2020-08-26 | 2022-10-25 | — |
| [CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.](https://search.stillhousedata.com/firm/134139) | 2018-10-20 | 2020-07-09 | — |
| [INVESTMENT ADVISORS CORP](https://search.stillhousedata.com/firm/117531) | 2016-11-30 | 2018-10-20 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2899890)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2899890.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.