JAMES RICHARD PLANTHOLT is an investment adviser representative (IAR) with state registration records since 2018, appearing at 4 firms. Currently registered with KEY INVESTMENT SERVICES LLC.
| Firm | From | To | Current |
|---|---|---|---|
| KEY INVESTMENT SERVICES LLC | 2026-01-22 | present | Yes |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2021-06-08 | 2025-08-13 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2019-06-17 | 2021-05-13 | — |
| CITIZENS SECURITIES, INC. | 2018-04-03 | 2019-06-14 | — |