James Matthew Sanford is an investment adviser representative (IAR) with state registration records since 2022, appearing at 2 firms. Currently registered with BALANCED PLAN FINANCIAL INVESTMENT ADVISORS, INC..
| Firm | From | To | Current |
|---|---|---|---|
| BALANCED PLAN FINANCIAL INVESTMENT ADVISORS, INC. | 2024-01-18 | present | Yes |
| CSP FINANCIAL GROUP LLC | 2022-02-16 | 2024-01-19 | — |