JAMES XERXES PHILLIPS is an investment adviser representative (IAR) with state registration records since 2012, appearing at 5 firms. Currently registered with OXENFREE CAPITAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| OXENFREE CAPITAL LLC | 2023-07-06 | present | Yes |
| CETERA INVESTMENT ADVISERS LLC | 2023-06-01 | 2023-07-27 | — |
| AFFINITY FINANCIAL ADVISORS | 2020-05-22 | 2023-10-06 | — |
| CETERA WEALTH SERVICES, LLC | 2013-02-01 | 2023-06-29 | — |
| PNC WEALTH MANAGEMENT | 2012-02-29 | 2012-11-19 | — |