JAMES DANIEL TIDWELL is an investment adviser representative (IAR) with state registration records since 1998, appearing at 5 firms. Currently registered with CONCURRENT INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS, LLC | 2023-08-08 | present | Yes |
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | 2017-11-02 | 2023-08-07 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2017-11-02 | — |
| MORGAN STANLEY & CO. LLC | 2008-05-02 | 2009-06-01 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 1998-11-06 | 2008-05-07 | — |