JAMES STEWART STAATS is an investment adviser representative (IAR) with state registration records since 2021, appearing at 2 firms. Currently registered with SUMMIT GLOBAL INVESTMENTS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SUMMIT GLOBAL INVESTMENTS, LLC | 2023-10-11 | present | Yes |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | 2021-04-15 | 2023-10-02 | — |