JAMES PATRICK RICHTER is an investment adviser representative (IAR) with state registration records since 2003, appearing at 5 firms. Currently registered with MONOTELO WEALTH PARTNERS, INC.
| Firm | From | To | Current |
|---|---|---|---|
| MONOTELO WEALTH PARTNERS, INC | 2024-06-05 | present | Yes |
| MONOTELO WEALTH PARTNERS, INC | 2017-03-29 | 2023-12-31 | — |
| MONOTELO WEALTH PARTNERS, INC | 2017-03-29 | 2019-12-31 | — |
| AVANTAX ADVISORY SERVICES | 2015-07-29 | 2017-03-10 | — |
| PT ASSET MANAGEMENT, LLC | 2011-08-17 | 2015-01-26 | — |
| A. G. EDWARDS & SONS, INC. | 2006-07-26 | 2007-09-27 | — |
| UVEST FINANCIAL SERVICES GROUP, INC. | 2004-02-17 | 2005-03-14 | — |
| PT ASSET MANAGEMENT, LLC | 2003-04-01 | 2003-07-24 | — |