JAMES MARTIN BEALE is an investment adviser representative (IAR) with state registration records since 2017, appearing at 2 firms. Currently registered with ROCKEFELLER FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ROCKEFELLER FINANCIAL LLC | 2021-02-01 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2017-08-30 | 2020-04-28 | — |