# JAMES RHEAD SWEENEY

JAMES RHEAD SWEENEY is an investment adviser representative (IAR) with state registration records since 2011, appearing at 3 firms. Currently registered with SWITCHPOINT FINANCIAL PLANNING LLC.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SWITCHPOINT FINANCIAL PLANNING LLC](https://search.stillhousedata.com/firm/282856) | 2016-03-31 | present | Yes |
| [THE MARTIN WORLEY GROUP](https://search.stillhousedata.com/firm/169006) | 2015-02-10 | 2016-02-24 | — |
| [KNOX CAPITAL ADVISORS, LLC](https://search.stillhousedata.com/firm/131000) | 2011-10-28 | 2013-12-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5964234)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5964234.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.