JAMES CLEVELAND MONROE is an investment adviser representative (IAR) with state registration records since 2020, appearing at 2 firms. Currently registered with UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER.
| Firm | From | To | Current |
|---|---|---|---|
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 2026-07-30 | present | Yes |
| OREGON PACIFIC FINANCIAL ADVISORS INC | 2020-09-16 | 2024-12-31 | — |