# JAMES RAYMOND SIMONE

JAMES RAYMOND SIMONE is an investment adviser representative (IAR) with state registration records since 1998, appearing at 6 firms. Currently registered with BEACON POINTE ADVISORS, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [BEACON POINTE ADVISORS, LLC](https://search.stillhousedata.com/firm/119290) | 2021-08-24 | present | Yes |
| [RAINIER FINANCIAL GROUP, INC.](https://search.stillhousedata.com/firm/122314) | 2018-11-02 | 2021-08-17 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2018-11-01 | 2018-11-01 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2017-06-06 | 2018-10-29 | — |
| [WHV INVESTMENTS, INC.](https://search.stillhousedata.com/firm/107214) | 2007-04-27 | 2016-07-29 | — |
| [BURRIDGE GROUP LLC](https://search.stillhousedata.com/firm/106416) | 1998-10-01 | 2005-01-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4341761)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4341761.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.