# JAMES PATRICK RICHTER

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.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MONOTELO WEALTH PARTNERS, INC](https://search.stillhousedata.com/firm/287495) | 2024-06-05 | present | Yes |
| [MONOTELO WEALTH PARTNERS, INC](https://search.stillhousedata.com/firm/287495) | 2017-03-29 | 2023-12-31 | — |
| [MONOTELO WEALTH PARTNERS, INC](https://search.stillhousedata.com/firm/287495) | 2017-03-29 | 2019-12-31 | — |
| [AVANTAX ADVISORY SERVICES](https://search.stillhousedata.com/firm/104556) | 2015-07-29 | 2017-03-10 | — |
| [PT ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/107619) | 2011-08-17 | 2015-01-26 | — |
| [A. G. EDWARDS & SONS, INC.](https://search.stillhousedata.com/firm/4) | 2006-07-26 | 2007-09-27 | — |
| [UVEST FINANCIAL SERVICES GROUP, INC.](https://search.stillhousedata.com/firm/13787) | 2004-02-17 | 2005-03-14 | — |
| [PT ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/107619) | 2003-04-01 | 2003-07-24 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3092566)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3092566.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.