James B. Mcdevitt
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
James B Mcdevitt, who also goes by James Bruce Mcdevitt, Jimmy Mcdevitt, was a registered financial professional .
James is a previously registered financial professional and started their career in finance in 1999. James had worked at 15 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 16, 2014 - October 8, 2014
PENN GUARDIAN INVESTMENT COUNSEL, LLC
May 21, 2013 - December 23, 2013
LINCOLN INVESTMENT
May 17, 2013 - December 23, 2013
LINCOLN INVESTMENT
February 25, 2011 - December 22, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 25, 2011 - December 22, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 18, 2010 - January 21, 2011
DAVIS SECURITIES LLC
April 1, 2008 - May 27, 2009
PNC WEALTH MANAGEMENT LLC
March 28, 2008 - May 27, 2009
PNC WEALTH MANAGEMENT LLC
January 29, 2008 - April 16, 2008
1ST DISCOUNT BROKERAGE, INC.
April 3, 2007 - June 4, 2007
IFMG SECURITIES, INC.
October 12, 2005 - March 29, 2007
1ST DISCOUNT BROKERAGE, INC.
November 10, 2004 - October 3, 2005
IFMG SECURITIES, INC.
October 27, 2004 - October 3, 2005
IFMG SECURITIES, INC.
February 6, 2004 - July 20, 2004
QUICK & REILLY, INC.
February 6, 2004 - July 20, 2004
QUICK & REILLY, INC.
September 5, 2003 - November 8, 2003
AMERIPRISE FINANCIAL SERVICES, LLC
September 5, 2003 - November 8, 2003
IDS LIFE INSURANCE COMPANY
September 5, 2003 - November 8, 2003
AMERIPRISE FINANCIAL SERVICES, LLC
July 10, 2002 - March 28, 2003
CHOREO, LLC
January 10, 2002 - February 10, 2003
AMERIPRISE ADVISOR SERVICES, INC.
June 21, 2001 - October 26, 2001
PNC BROKERAGE CORP
July 19, 2000 - April 3, 2001
MORGAN STANLEY DW INC.
January 25, 2000 - April 10, 2000
AMERIPRISE ADVISOR SERVICES, INC.
January 20, 1999 - May 27, 1999
JANNEY MONTGOMERY SCOTT LLC
State Registrations and Notice Filings
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Exams
Current Firm
PENN GUARDIAN INVESTMENT COUNSEL, LLC
CRD#: 171339 / SEC#:
Contact information
Red Flags
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