# James Raymond Valmonte

James Raymond Valmonte is an investment adviser representative (IAR) with state registration records since 2006, appearing at 4 firms. Currently registered with CAPFINANCIAL PARTNERS, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CAPFINANCIAL PARTNERS, LLC](https://search.stillhousedata.com/firm/175112) | 2015-04-09 | present | Yes |
| [CAPFINANCIAL SECURITIES, LLC.](https://search.stillhousedata.com/firm/126291) | 2014-07-02 | 2015-04-09 | — |
| [BEACON POINTE WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/151328) | 2013-05-07 | 2014-06-20 | — |
| [INDEPENDENT FINANCIAL ADVISORS LLC](https://search.stillhousedata.com/firm/109404) | 2006-10-02 | 2013-04-26 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4026623)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4026623.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.