James Edward Boyle

Greenwich, CT • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-11-14
PA	RA	APPROVED	2022-02-03

Branch Locations

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

Organization	City	State	From	To
Plan First Wealth	Philadelphia	PA	04/2026	Present
Fis Management Services Llc	New York	NY	01/2016	02/2017
Fis Brokerage & Securities Services Llc	New York	NY	02/2016	02/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Philadelphia	PA	11/2017	12/2018
Extended Travel	Cherry Hill	NJ	02/2017	11/2017
Bank Of America, N.A.	Philadelphia	PA	02/2018	12/2018
Lpl Financial Llc	Harleysville	PA	01/2019	01/2022
Plan First Wealth	Philadelphia	PA	01/2022	04/2026

04/2026 → Present

Plan First Wealth

Philadelphia, PA
01/2016 → 02/2017

Fis Management Services Llc

New York, NY
02/2016 → 02/2017

Fis Brokerage & Securities Services Llc

New York, NY
11/2017 → 12/2018

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Philadelphia, PA
02/2017 → 11/2017

Extended Travel

Cherry Hill, NJ
02/2018 → 12/2018

Bank Of America, N.A.

Philadelphia, PA
01/2019 → 01/2022

Lpl Financial Llc

Harleysville, PA
01/2022 → 04/2026

Plan First Wealth

Philadelphia, PA

2019-02-28 → 2022-01-27

Lpl Financial Llc

Harleysville, PA
2018-01-03 → 2019-01-10

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Philadelphia, PA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-12-29
S63	Uniform Securities Agent State Law Examination	2016-04-25