JAMES PHILLIP MEHRMAN is an investment adviser representative (IAR) with state registration records since 2011, appearing at 5 firms. Currently registered with VALOR WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| VALOR WEALTH MANAGEMENT LLC | 2017-02-09 | present | Yes |
| THE INVESTMENT COUNSEL LLC | 2015-09-17 | 2016-11-07 | — |
| SIMPLICITY SOLUTIONS, LLC | 2015-03-12 | 2015-05-01 | — |
| SAWTOOTH ASSET MANAGEMENT, INC. | 2012-12-19 | 2015-03-20 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2011-02-16 | 2012-12-20 | — |