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JAMES EDWARD BOYLE
JAMES BOYLE, James Edward Boyle
CRD#: 6611274
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Investment Adviser
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Previous Broker
PLAN FIRST WEALTH LLCCRD#: 289185 PHILADELPHIA, PA
Registration History
201620172018201920202021202220232024202520262 FIRMS2019 - 2022 (2 years)IAPLAN FIRST WEALTH LLC (CRD# 289185)2022 - Present (3 years)BMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2017 - 2019 (1 year)BFIS BROKERAGE & SECURITIES SER... (CRD# 104162)2016 - 2017 (<1 year)IAMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2018 - 2019 (1 year)
License(s)

State Registrations

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Pennsylvania 2/3/2022

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Texas 11/14/2023

Current Registration(s)
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PLAN FIRST WEALTH LLC (CRD#:289185)
PHILADELPHIA, PA
Registered with this firm since 2/3/2022

Previous Registration(s)
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02/28/2019 - 01/27/2022 LPL FINANCIAL LLC (CRD#:6413) HARLEYSVILLE, PA
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02/28/2019 - 01/27/2022 LPL FINANCIAL LLC (CRD#:6413) HARLEYSVILLE, PA
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01/03/2018 - 01/10/2019 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) PHILADELPHIA, PA
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12/11/2017 - 01/10/2019 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) PHILADELPHIA, PA
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03/04/2016 - 02/27/2017 FIS BROKERAGE & SECURITIES SERVICES LLC (CRD#:104162) NEW YORK, NY
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Disclosures
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