JAMES PATRICK GREEK is an investment adviser representative (IAR) with state registration records since 2014, appearing at 5 firms. Currently registered with KINGSWOOD WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| KINGSWOOD WEALTH ADVISORS, LLC | 2025-09-12 | present | Yes |
| SYNOVUS SECURITIES, INC. | 2019-07-23 | 2023-11-21 | — |
| KRAFT ASSET MANAGEMENT, LLC | 2018-02-01 | 2019-07-26 | — |
| TRUIST ADVISORY SERVICES, INC. | 2016-09-12 | 2017-11-29 | — |
| TRUIST INVESTMENT SERVICES, INC. | 2014-04-23 | 2016-12-31 | — |