# JAMES SCHAEFER

JAMES SCHAEFER is an investment adviser representative (IAR) with state registration records since 2023, appearing at 4 firms. Currently registered with CAPFINANCIAL PARTNERS, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CAPFINANCIAL PARTNERS, LLC](https://search.stillhousedata.com/firm/175112) | 2026-06-24 | present | Yes |
| [TRUIST ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/283390) | 2025-05-02 | 2026-04-17 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2024-05-28 | 2025-04-10 | — |
| [FLORIDA FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/288811) | 2023-10-30 | 2024-04-22 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/7826782)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/7826782.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.