JAMES RICHARD LORENZ is an investment adviser representative (IAR) with state registration records since 2023, appearing at 3 firms. Currently registered with VALIC FINANCIAL ADVISORS, INC..
| Firm | From | To | Current |
|---|---|---|---|
| VALIC FINANCIAL ADVISORS, INC. | 2025-04-28 | present | Yes |
| THRIVENT INVESTMENT MANAGEMENT INC. | 2024-06-27 | 2025-04-22 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2023-03-22 | 2024-06-18 | — |