# JAMES PATRICK WINCHESTER

JAMES PATRICK WINCHESTER is an investment adviser representative (IAR) with state registration records since 2003, appearing at 3 firms. Currently registered with CBIZ INVESTMENT ADVISORY SERVICES, LLC.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CBIZ INVESTMENT ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/286002) | 2017-09-26 | present | Yes |
| [CBIZ WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/153785) | 2010-06-02 | 2011-05-26 | — |
| [NATIONAL PLANNING CORPORATION](https://search.stillhousedata.com/firm/29604) | 2003-04-08 | 2005-04-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3173642)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3173642.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.