JAMES Curtis West is an investment adviser representative (IAR) with state registration records since 2006, appearing at 5 firms. Currently registered with PLATT WEALTH MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| PLATT WEALTH MANAGEMENT | 2025-01-01 | present | Yes |
| REILLY FINANCIAL ADVISORS | 2014-03-26 | 2021-05-28 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2012-02-16 | 2014-03-24 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2011-01-03 | 2011-11-21 | — |
| WELLS FARGO INVESTMENTS, LLC | 2006-03-14 | 2011-01-03 | — |