JAMES LAURENCE REHFELD is an investment adviser representative (IAR) with state registration records since 2015, appearing at 3 firms. Currently registered with UNITED CAPITAL FINANCIAL ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2025-08-22 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2016-05-27 | 2025-08-25 | — |
| UBS FINANCIAL SERVICES INC. | 2015-05-01 | 2016-06-10 | — |