# JAMES HENRY SMITH

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TRILLIUM WEALTH LLC](https://search.stillhousedata.com/firm/341186) | 2026-05-08 | present | Yes |
| [CWM, LLC](https://search.stillhousedata.com/firm/155344) | 2023-05-24 | 2026-05-01 | — |
| [NEWEDGE ADVISORS, LLC](https://search.stillhousedata.com/firm/171351) | 2016-06-15 | 2023-05-23 | — |
| [RAYMOND JAMES & ASSOCIATES, INC.](https://search.stillhousedata.com/firm/705) | 2013-02-13 | 2016-06-24 | — |
| [MORGAN KEEGAN & COMPANY, LLC](https://search.stillhousedata.com/firm/4161) | 2007-06-07 | 2013-02-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3120584)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3120584.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.