James Campbell Balk is an investment adviser representative (IAR) with state registration records since 2024, appearing at 3 firms. Currently registered with AMERICAN TRUST INVESTMENT SERVICES ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| AMERICAN TRUST INVESTMENT SERVICES ADVISORY, INC. | 2025-06-24 | present | Yes |
| FORTIS CAPITAL ADVISORS, LLC | 2024-06-12 | 2025-04-29 | — |
| DOMINARI SECURITIES LLC | 2024-01-27 | 2024-05-07 | — |