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James Edward Yarbrough

Seacrest Wealth Management, LLC

Purchase, NY

Greenville, SC

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Current Employers
Seacrest Wealth Management, Llc

3000 Westchester Avenue Suite 206, Purchase, NY 10577 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-06-24
  • SC RA
    APPROVED
    Since 2026-06-24

Branch Locations

3000 Westchester Avenue Suite 206, Purchase, NY 10577 • United States

1950 Augusta Street, Greenville, SC 29605 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stonebridge Wealth Management, Ltd Greenville SC 09/2010 11/2025
Idle Hill Advisors Llc Greenville SC 04/2025 05/2026
Seacrest Wealth Management, Llc Greenville SC 06/2026 Present
Previous Registrations
  • 2025-04-20 → 2026-05-18
    Idle Hill Advisors Llc
    Greenville, SC
  • 2010-11-23 → 2025-11-20
    Stonebridge Wealth Management, Ltd., Co.
    Greenville, SC
    Greenville, SC
  • 2009-10-19 → 2010-10-13
    Invest Financial Corporation
    Windcrest, TX
    Asheville, NC
  • 2009-06-01 → 2009-11-16
    Morgan Stanley
    Greenville, SC
  • 2007-11-06 → 2009-06-01
    Citigroup Global Markets Inc.
    Greenville, SC
  • 2007-02-15 → 2007-11-06
    Edward Jones
    Greenville, SC
Other Businesses

1) SeaCrest Financial Services, LLC; Investment-related; Same address; Licensed Insurance Agent; Insurance sales; Implementation of insurance recommendations; Approx. 5% of time during the month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-08
S63 Uniform Securities Agent State Law Examination 2005-03-11
  • S66 Uniform Combined State Law Examination
    2007-02-08
  • S63 Uniform Securities Agent State Law Examination
    2005-03-11

View on SEC IAPD

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Other Investors

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ERIC ALAN BICKLER
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SIOBHAN BRADY
Anthony Joseph DiPerri
Michael Patrick Zazuri
DYLAN William WYNNE
ROB ANTONY SABEL

Other Offices

GREENHAVEN ASSOCIATES INC · PURCHASE, NY
UBS FINANCIAL SERVICES INC. · Purchase, NY
NOW ASSET MANAGEMENT LLC · PURCHASE, NY
OTR GLOBAL LLC · PURCHASE, NY
JANNEY MONTGOMERY SCOTT LLC · PURCHASE, NY
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PURCHASE, NY
GREYWOLF CAPITAL MANAGEMENT LP · PURCHASE, NY
OLSTEIN CAPITAL MANAGEMENT, L.P. · PURCHASE, NY

More in Purchase, NY

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