JAMES WESLEY MONTEVERDE is an investment adviser representative (IAR) with state registration records since 2009, appearing at 3 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2021-03-10 | present | Yes |
| OSAIC WEALTH, INC. | 2016-01-25 | 2021-03-12 | — |
| KESTRA INVESTMENT SERVICES, LLC | 2009-03-06 | 2016-01-27 | — |