James Nicholas Colao

555 Croton Road Suite 210, King Of Prussia, PA 19406 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2024-04-08

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	06/2015	01/2017
Bank Of America, Na	Pennington	NJ	06/2015	01/2017
Fidelity Brokerage Services Llc	Princeton	NJ	01/2017	08/2022
Fidelity Personal And Workplace Advisors	Princeton	NJ	07/2018	08/2022
The Vanguard Group, Inc.	Malvern	PA	09/2022	03/2024
Girard Advisory Services, Llc	King Of Prussia	PA	03/2024	Present
Girard Investment Services, Llc	King Of Prussia	PA	04/2026	Present

06/2015 → 01/2017

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
06/2015 → 01/2017

Bank Of America, Na

Pennington, NJ
01/2017 → 08/2022

Fidelity Brokerage Services Llc

Princeton, NJ
07/2018 → 08/2022

Fidelity Personal And Workplace Advisors

Princeton, NJ
09/2022 → 03/2024

The Vanguard Group, Inc.

Malvern, PA
03/2024 → Present

Girard Advisory Services, Llc

King Of Prussia, PA
04/2026 → Present

Girard Investment Services, Llc

King Of Prussia, PA

2022-10-11 → 2024-03-22

Vanguard Advisers, Inc.

Malvern, PA
2018-07-13 → 2022-09-20

Fidelity Personal And Workplace Advisors

Boston, MA
2017-02-23 → 2018-07-13

Strategic Advisers Llc

Princeton, NJ
2015-11-12 → 2017-02-03

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-11-11

Other Firms