# JAMES O'NEAL MITCHELL

JAMES O'NEAL MITCHELL is an investment adviser representative (IAR) with state registration records since 2004, appearing at 6 firms. Currently registered with DIVERSIFY ADVISORY SERVICES, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [DIVERSIFY ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/326060) | 2024-01-08 | present | Yes |
| [BFC PLANNING, INC.](https://search.stillhousedata.com/firm/119682) | 2017-04-21 | 2020-06-07 | — |
| [TRIAD ADVISORS LLC](https://search.stillhousedata.com/firm/25803) | 2008-05-16 | 2017-04-18 | — |
| [VERITRUST FINANCIAL, LLC](https://search.stillhousedata.com/firm/106594) | 2007-08-03 | 2008-05-15 | — |
| [MORGAN STANLEY & CO. LLC](https://search.stillhousedata.com/firm/8209) | 2007-04-02 | 2007-08-06 | — |
| [MORGAN STANLEY DW INC.](https://search.stillhousedata.com/firm/7556) | 2004-02-09 | 2007-04-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/336937)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/336937.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.