James Timothy Mathis

Current Employers

Employment History

• 09/2015 → 04/2022
  First Financial Equity Corp.
  Scottsdale, AZ
• 09/2011 → Present
  Echelon Investment Management
  Dallas, TX
• 07/2016 → Present
  Integrated Advisors Network
  Dallas, TX
• 04/2021 → Present
  Calton & Associates, Inc.
  Tampa, FL

Previous Registrations

• 2012-02-07 → 2016-11-02
  Zt Wealth Advisory
  Houston, TX
  Shamrock, TX
  Dallas, TX
  Dallas, TX
• 2010-05-19 → 2011-08-10
  Edi Investment Advisor Corporation
  Irving, TX

Other Businesses

1.) Name of Business: Integrated Advisors Network LLC. Investment Related. Address: Dallas, TX 4. Nature of Business: Fee based financial advisory that is not product related. Position/Title/Relationship: IAR. Start Date: 07/14/2016. Hours per month: 130. Hours per month during securities trading hours: 8. Duties/Responsibilities: Wealth management services for individuals and small business. 2.) Name of outside business or organization: VISAQ / Coleman Research. Not Investment Related. Address: 750 Lexington Ave, NY, NY, 10022. Title: Outside Consultant. Description of business or organization: The company arranges consultations with experienced professionals in many fields. Description of duties or responsibilities: Provide input to Coleman's clients based on their inquiries. Start Date: 4/3/2023. Hours devoted to OBA monthly: 0 during market hours / 1 after hours.

Exams

• S66 Uniform Combined State Law Examination
  2010-05-18
• S63 Uniform Securities Agent State Law Examination
  1984-09-24