# JAMES THOMAS BREEN

JAMES THOMAS BREEN is an investment adviser representative (IAR) with state registration records since 2002, appearing at 4 firms. Currently registered with MERIT FINANCIAL GROUP, LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MERIT FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/142457) | 2025-06-30 | present | Yes |
| [AMP WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/108712) | 2017-02-16 | 2025-07-31 | — |
| [HORIZON INVESTMENTS LLC](https://search.stillhousedata.com/firm/109552) | 2016-04-01 | 2016-11-11 | — |
| [BREEN FINANCIAL CORPORATION](https://search.stillhousedata.com/firm/116296) | 2002-07-26 | 2015-03-03 | — |
| [BREEN FINANCIAL CORPORATION](https://search.stillhousedata.com/firm/116296) | 2002-07-26 | 2008-12-31 | — |
| [BREEN FINANCIAL CORPORATION](https://search.stillhousedata.com/firm/116296) | 2002-07-26 | 2002-12-31 | — |
| [BREEN FINANCIAL CORPORATION](https://search.stillhousedata.com/firm/116296) | 2002-07-26 | 2004-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4480405)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4480405.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.