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James Taylor Burns

Ontrack Wealth Management

Plymouth, MI

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Current Employers
Ontrack Wealth Management

8540 N Canton Center Rd, Canton, MI 48187 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-02-11
MI RA APPROVED 2020-11-16
  • TX RA
    APPROVED_RES
    Since 2025-02-11
  • MI RA
    APPROVED
    Since 2020-11-16

Branch Locations

12002 N Canton Center Rd, Plymouth, MI 48170 • 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
Vintage Financial Services Ann Arbor MI 06/2013 11/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Dearborn MI 11/2018 10/2020
Bank Of America, N.A. Dearborn MI 01/2019 10/2020
Ontrack Wealth Management Plymouth MI 10/2020 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-01
  • S66 Uniform Combined State Law Examination
    2019-03-01
Designations
Other Names
  • James Taylor Burns
  • James Burns
  • Jim Burns

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PINNACLE WEALTH MANAGEMENT GROUP, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

PETER PETROPOULOS
WILLIAM ALEXANDER WILLIAMS
HEATHER MARIE OTT
LAURA MICHELLE TREANOR
ANTHONY CHARLES RUDA
Kellan Jackson Landefeld
JAMES D POTTER
JASON Andrew NEWEL

Other Offices

OPPENHEIMER & CO. INC. · PLYMOUTH, MI
FOGUTH WEALTH MANAGEMENT, LLC. · Plymouth, MI
LPL FINANCIAL LLC · PLYMOUTH, MI
SCHWARTZ INVESTMENT COUNSEL INC · PLYMOUTH, MI
EDWARD JONES · PLYMOUTH, MI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PLYMOUTH, MI
PINNACLE WEALTH MANAGEMENT GROUP, INC. · PLYMOUTH, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · PLYMOUTH, MI

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