# JAMES MATTHEW CONOLE

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.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ROOT FINANCIAL PARTNERS, LLC](https://search.stillhousedata.com/firm/290289) | 2018-05-22 | present | Yes |
| [SEASIDE WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/271039) | 2015-09-11 | 2017-08-02 | — |
| [FIRST ALLIED ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/137888) | 2013-10-21 | 2016-04-06 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5958476)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5958476.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.