James A. Dewitt
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 Andrew Dewitt, who also goes by Dewitt Andrew James, was a registered financial professional .
James is a previously registered financial professional and started their career in finance in 2007. James had worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 17, 2015 - November 27, 2017
NEXTEDGE, LLC
February 11, 2015 - November 16, 2015
CREATIVE PLANNING ADVISOR SERVICES, LLC
August 2, 2007 - December 22, 2017
CREATIVE PLANNING
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Current Firm
NEXTEDGE, LLC
CRD#: 269961 / SEC#: 801-101507
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
