# JAMES T KATIKOS

JAMES T KATIKOS is an investment adviser representative (IAR) with state registration records since 2008, appearing at 7 firms. Currently registered with FOGUTH WEALTH MANAGEMENT, LLC..

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FOGUTH WEALTH MANAGEMENT, LLC.](https://search.stillhousedata.com/firm/327434) | 2024-10-03 | present | Yes |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2023-01-04 | 2023-08-14 | — |
| [HARRISDIRECT LLC](https://search.stillhousedata.com/firm/42159) | 2014-12-22 | 2023-08-14 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2011-11-03 | 2014-12-19 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2011-06-16 | 2011-08-11 | — |
| [USAA FINANCIAL PLANNING SERVICES](https://search.stillhousedata.com/firm/106352) | 2008-12-11 | 2011-05-05 | — |
| [USAA INVESTMENT SERVICES COMPANY](https://search.stillhousedata.com/firm/5475) | 2008-02-26 | 2008-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5151058)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5151058.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.