JD
James David Coker
CRD 1238444
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Moors & Cabot, Inc. | Registered representative | 07/20/2026 |
| Coker & Palmer, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Coker & Palmer, Inc.
Chief Executive Officer / Chief Financial Operations Officer / Chief Legal Officer / Cco/President · 75% or more · Apr 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗