# James Patrick Moran

James Patrick Moran is an investment adviser representative (IAR) with state registration records since 2007, appearing at 4 firms. Currently registered with EMPOWER ADVISORY GROUP, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [EMPOWER ADVISORY GROUP, LLC](https://search.stillhousedata.com/firm/112058) | 2024-07-17 | present | Yes |
| [ARCADIA WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/284925) | 2021-06-29 | 2023-06-16 | — |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2018-07-13 | 2020-09-01 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2015-08-10 | 2018-07-13 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2007-11-07 | 2014-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4200191)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4200191.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.