Eric James

Current Employers

Employment History

• 11/2020 → 12/2022
  Protech Associates Llc
  Columbia, MD
• 05/2020 → 11/2020
  Amazon Inc.
  Plymouth Meeting, PA
• 08/2000 → 05/2020
  Full Time Student
  North Wales, PA
• 05/2018 → 07/2023
  Dynasty Advisors Llc Wealth Management
  Doylestown, PA
• 05/2018 → 07/2023
  Commonwealth Financial Network
  Waltham, MA
• 07/2023 → 07/2025
  Commonwealth Financial Network
  Waltham, MA
• 07/2025 → Present
  Kestra Investment Services, Llc
  Doylestown, PA
• 07/2025 → Present
  Kestra Advisory Services, Llc
  Doylestown, PA

Previous Registrations

• 2023-01-03 → 2025-07-31
  Commonwealth Financial Network
  Doylestown, PA
  Freehold, NJ

Other Businesses

Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: DYNASTY ADVISORS LLC FIXED INSURANCE POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/19/2023 ADDRESS: 60 Green St, Suite 2, Doylestown PA 18901, United States DESCRIPTION: Review life insurance products and needs with clients as part of the financial planning process. Write and service new or existing policies through contracted general agency. Provide quotes on products through multiple insurers. Name: DYNASTY ADVISORS (DBA) POSITION: Financial Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 128 START DATE: 09/01/2022 ADDRESS: 60 Green St., Suite 2, Doylestown PA 18901, United States DESCRIPTION: Financial planning, wealth management, conduct securities business through Kestra Investment Services.

Exams

• S66 Uniform Combined State Law Examination
  2022-08-05