JAMES G MALATOS is an investment adviser representative (IAR) with state registration records since 2012, appearing at 3 firms. Currently registered with ELEVATION POINT WEALTH PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ELEVATION POINT WEALTH PARTNERS, LLC | 2026-01-09 | present | Yes |
| UBS FINANCIAL SERVICES INC. | 2019-12-06 | 2026-01-20 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2012-10-26 | 2019-12-16 | — |