JAMES PHILLIP WAYNE CARR is an investment adviser representative (IAR) with state registration records since 2011, appearing at 6 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2020-07-20 | 2025-03-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2020-04-30 | 2020-06-12 | — |
| BOK FINANCIAL SECURITIES, INC. | 2014-08-22 | 2019-11-21 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2013-04-26 | 2014-09-05 | — |
| AVANTAX ADVISORY SERVICES | 2011-10-14 | 2013-04-29 | — |