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JAMES GREGORY WAHLBERG
JAMES WAHLBERG, JIM WAHLBERG
CRD#: 5402989
IA
Investment Adviser
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Previous Broker
BARE WEALTH ADVISORSCRD#: 328043 835 HOUSTON RUN DRIVE
SUITE 260
GAP, PA 17527
Registration History
2018201920202021202220232024202520262 FIRMS2018 - 2024 (5 years)IABARE WEALTH ADVISORS (CRD# 328043)2023 - Present (1 year)
License(s)

State Registrations

IA
Pennsylvania 10/16/2023

Current Registration(s)
IA
BARE WEALTH ADVISORS (CRD#:328043)
835 HOUSTON RUN DRIVE SUITE 260, GAP, PA 17527
Registered with this firm since 10/16/2023

Previous Registration(s)
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IA
10/29/2018 - 05/31/2024 SECURITIES AMERICA ADVISORS, INC. (CRD#:110518) GAP, PA
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08/24/2018 - 05/31/2024 SECURITIES AMERICA, INC. (CRD#:10205) GAP, PA
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.