# JAMES ALLEN TOLBERT

JAMES ALLEN TOLBERT is an investment adviser representative (IAR) with state registration records since 1994, appearing at 5 firms. Currently registered with B. RILEY WEALTH ADVISORS, INC..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [B. RILEY WEALTH ADVISORS, INC.](https://search.stillhousedata.com/firm/115927) | 2017-12-01 | present | Yes |
| [B. RILEY WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/2543) | 2014-01-22 | 2015-08-24 | — |
| [INTL ADVISORY CONSULTANTS INC.](https://search.stillhousedata.com/firm/130888) | 2013-04-30 | 2014-01-27 | — |
| [B. RILEY WEALTH ADVISORS, INC.](https://search.stillhousedata.com/firm/115927) | 2010-03-08 | 2013-04-19 | — |
| [RBC CAPITAL MARKETS, LLC](https://search.stillhousedata.com/firm/31194) | 2004-12-07 | 2010-02-26 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 1994-05-13 | 2004-12-16 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/728423)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/728423.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.