# JAMES R WALLACE

JAMES R WALLACE is an investment adviser representative (IAR) with state registration records since 2012, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2025-03-31 | present | Yes |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2021-01-06 | 2025-03-31 | — |
| [NORTHEAST PLANNING ASSOCIATES, INC.](https://search.stillhousedata.com/firm/131406) | 2015-01-14 | 2019-09-11 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2014-12-03 | 2019-10-23 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2012-01-03 | 2014-10-28 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5556536)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5556536.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.