James DeSanctis is an investment adviser representative (IAR) with state registration records since 2012, appearing at 5 firms. Currently registered with LINCOLN INVESTMENT PLANNING, LLC, CAPITAL ANALYSTS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CAPITAL ANALYSTS, LLC | 2023-08-03 | present | Yes |
| LINCOLN INVESTMENT PLANNING, LLC | 2023-08-01 | present | Yes |
| EMPOWER ADVISORY GROUP, LLC | 2023-01-23 | 2023-07-10 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2020-03-25 | 2022-08-05 | — |
| CHARLES SCHWAB & CO., INC. | 2017-12-07 | 2019-06-17 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2012-05-18 | 2017-09-07 | — |