JAMES OTTO SHOUP is an investment adviser representative (IAR) with state registration records since 2007, appearing at 4 firms. Currently registered with GREAT VALLEY ADVISOR GROUP, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| GREAT VALLEY ADVISOR GROUP, LLC | 2025-03-17 | present | Yes |
| PREPARED RETIREMENT INSTITUTE LLC | 2020-11-09 | 2025-03-18 | — |
| GENEOS WEALTH MANAGEMENT, INC. | 2018-08-15 | 2024-04-12 | — |
| BRINKER CAPITAL INC | 2007-01-17 | 2018-08-10 | — |