JAMES MATTHEW CONOLE is an investment adviser representative (IAR) with state registration records since 2013, appearing at 3 firms. Currently registered with ROOT FINANCIAL PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ROOT FINANCIAL PARTNERS, LLC | 2018-05-22 | present | Yes |
| SEASIDE WEALTH MANAGEMENT, INC. | 2015-09-11 | 2017-08-02 | — |
| FIRST ALLIED ADVISORY SERVICES, INC. | 2013-10-21 | 2016-04-06 | — |