James Patrick Richter

Current Employers

Employment History

• 02/2015 → Present
  Monotelo Advisors
  Elgin, IL
• 07/2015 → 02/2017
  Hd Vest Investment Services
  Elgin, IL
• 07/2015 → 02/2017
  Hd Vest Advisory Services
  Elgin, IL
• 02/2017 → Present
  Monotelo Wealth Partners
  Elgin, IL

Previous Registrations

• 2017-03-29 → 2023-12-31
  Monotelo Wealth Partners
  Elgin, IL
• 2017-03-29 → 2019-12-31
  Monotelo Wealth Partners
  Elgin, IL
• 2015-07-29 → 2017-03-10
  Avantax Advisory Services
  Elgin, IL
• 2011-08-17 → 2015-01-26
  Pt Asset Management, Llc
  Chicago, IL
• 2006-07-26 → 2007-09-27
  A. G. Edwards & Sons, Inc.
  Elgin, IL
• 2004-02-17 → 2005-03-14
  Uvest Financial Services Group, Inc.
  Hampshire, IL
• 2003-04-01 → 2003-07-24
  Pt Asset Management, Llc
  Chicago, IL

Other Businesses

Monotelo Advisors~'NIR'~2250 Point Boulevard~Suite 210~Elgin~IL~60123~Tax Preparation/Accounting~Owner/Sole Proprieter~3/2015~160hrs~160hrs~Accounting, Bookkeeping, Tax Preparation, Tax Consulting and Payroll~~ Rental Property'DBA'21:5 Holdings, LLC~'NIR'~40W536 Atchison Drive~~Hampshire~IL~60140~Rental Property Owner/Management~Owner/Sole Proprieter~9/2015~1hrs~1hrs~Pay bills and manage books

Exams

• S66 Uniform Combined State Law Examination
  1998-10-30

Designations

Other Names

• Jim Richter