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RIA / WealthAdvisor20 years in industry

JAMES ALLEN CHURCHILL

Advisor at CONSORTIUM PRIVATE WEALTH LLC

SLIDELL, LA

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Search this name across graphsid dfx:ria:44947aa6-6cd9-e459-af92-ddccd6a836e1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Mar 25, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CONSORTIUM PRIVATE WEALTH LLC
Current firm class: former SEC adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 21, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jul 21, 2006
First registration: Mar 25, 2009
Dual registered: no
Other names: JAMES ALLEN CHURCHILL
IAPD individual key: 5141016

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CONSORTIUM PRIVATE WEALTH LLC	Former SEC adviser	May 29, 2025	n/a	yes	SLIDELL, LA	Current employment
PRUCO SECURITIES, LLC	No RAUM reported	Mar 13, 2013	Aug 22, 2016	no	Ridgeland, MS\|Mandeville, LA\|MANDEVILLE, LA	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Feb 13, 2013	Mar 8, 2013	no	Mandeville, LA	Previous registration
MORGAN KEEGAN & COMPANY, LLC	Former SEC adviser	May 19, 2011	Feb 13, 2013	no	MANDEVILLE, LA	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Oct 19, 2009	May 3, 2011	no	METAIRIE, LA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Mar 25, 2009	Sep 14, 2009	no	MANDEVILLE, LA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PRUCO SECURITIES, LLC	CONSORTIUM PRIVATE WEALTH LLC	Aug 22, 2016	May 29, 2025	3,202	Firm change after gap	Other
RAYMOND JAMES & ASSOCIATES, INC.	PRUCO SECURITIES, LLC	Mar 8, 2013	Mar 13, 2013	5	Firm change	Other
MORGAN KEEGAN & COMPANY, LLC	RAYMOND JAMES & ASSOCIATES, INC.	Feb 13, 2013	Feb 13, 2013	0	Bulk transfer	Other
SECURIAN FINANCIAL SERVICES, INC.	MORGAN KEEGAN & COMPANY, LLC	May 3, 2011	May 19, 2011	16	Firm change	Other
WELLS FARGO ADVISORS	SECURIAN FINANCIAL SERVICES, INC.	Sep 14, 2009	Oct 19, 2009	35	Firm change	Other

Relationships

Registered with (6)

→ CONSORTIUM PRIVATE WEALTH LLCRegistered adviserregistration: current employment
May 29, 2025 to presentfactForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Mar 13, 2013 to Aug 22, 2016factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Feb 13, 2013 to Mar 8, 2013factForm ADV
→ MORGAN KEEGAN & COMPANY, LLCRegistered adviserregistration: previous registration
May 19, 2011 to Feb 13, 2013factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Oct 19, 2009 to May 3, 2011factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Mar 25, 2009 to Sep 14, 2009factForm ADV

Dated events

No dated event names this entity yet.