James Stidham

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2023-06-15
TX	RA	APPROVED	2023-01-03
NJ	RA	APPROVED	2022-10-03

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	05/2022	Present
North Penn School District	Lansdale	PA	06/2012	06/2018
Temple University	Philadelphia	PA	09/2018	05/2022
Burke Brothers Landscape And Design	Wyndmoor	PA	05/2020	01/2022
Lansdale Borough	Lansdale	PA	05/2014	09/2019
Bank Of America, N.A	Pennington	NJ	04/2024	Present

05/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
06/2012 → 06/2018

North Penn School District

Lansdale, PA
09/2018 → 05/2022

Temple University

Philadelphia, PA
05/2020 → 01/2022

Burke Brothers Landscape And Design

Wyndmoor, PA
05/2014 → 09/2019

Lansdale Borough

Lansdale, PA
04/2024 → Present

Bank Of America, N.A

Pennington, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-09-02