SourcingSourcing

JAMES PATRICK WINCHESTER

C23
IAR CRD 3173642·Industry start 1999-02-14

Identity

Legal name
JAMES PATRICK WINCHESTER
CRD
3173642
NPN
—

Career

Previous employments
NATIONAL PLANNING CORPORATION2000-02-03
VESTAX SECURITIES CORPORATION1999-01-13
Current branches
CBIZ FINANCIAL SOLUTIONS, INC.
CBIZ INVESTMENT ADVISORY SERVICES, LLC
Designations
—
Education
—

BrokerCheck signals

Industry start
1999-02-14
Est. age
49
Age confidence
—
Est. birth year
1977
BC active
Yes
IA active
Yes
Disclosures
No
Private residence
No

Firm affiliations

2
CBIZ FINANCIAL SOLUTIONS, INC.
IAR
CRD 16678
CBIZ INVESTMENT ADVISORY SERVICES, LLC
IAR
CRD 286002