# JAMES RUSSELL BEAM

JAMES RUSSELL BEAM is an investment adviser representative (IAR) with state registration records since 2002, appearing at 5 firms. Currently registered with CAPITAL INVESTMENT ADVISORY SERVICES, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CAPITAL INVESTMENT ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/149124) | 2025-03-20 | present | Yes |
| [SOLLINDA CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/321742) | 2024-01-02 | 2025-03-13 | — |
| [CAPITAL INVESTMENT ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/149124) | 2023-05-17 | 2023-12-26 | — |
| [MORGAN STANLEY DW INC.](https://search.stillhousedata.com/firm/7556) | 2002-07-30 | 2004-10-06 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2002-06-21 | 2002-08-15 | — |
| [WACHOVIA SECURITIES, INC.](https://search.stillhousedata.com/firm/431) | 2002-01-28 | 2002-06-21 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3100047)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3100047.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.