JAMES HENRY SMITH is an investment adviser representative (IAR) with state registration records since 2007, appearing at 5 firms. Currently registered with TRILLIUM WEALTH LLC.
| Firm | From | To | Current |
|---|---|---|---|
| TRILLIUM WEALTH LLC | 2026-05-08 | present | Yes |
| CWM, LLC | 2023-05-24 | 2026-05-01 | — |
| NEWEDGE ADVISORS, LLC | 2016-06-15 | 2023-05-23 | — |
| RAYMOND JAMES & ASSOCIATES, INC. | 2013-02-13 | 2016-06-24 | — |
| MORGAN KEEGAN & COMPANY, LLC | 2007-06-07 | 2013-02-13 | — |