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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)10 years in industry

JAMES EDWARD ANDREW LOFTIN

Advisor at BROOKLINE INVESTMENTS, INC.

BIRMINGHAM, AL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c7146d02-5011-57f1-fd7c-192fa1e3e592

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 2
Observed: Mar 17, 2022 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

James Edward Andrew Loftin

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

James Edward Andrew Loftin

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: BROOKLINE INVESTMENTS, INC.
Current firm class: other adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S63
First exam: Apr 16, 2024
First registration: Mar 17, 2022
Dual registered: yes, broker-dealer
Other names: ANDREW LOFTIN|JAMES EDWARD ANDREW LOFTIN|JAMES EDWARDANDREW LOFTIN
IAPD individual key: 4910231

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
BROOKLINE INVESTMENTS, INC.	Other adviser	Mar 15, 2024	n/a	yes	BIRMINGHAM, AL	Current employment
VULCAN VALUE PARTNERS LLC	Other adviser	Mar 17, 2022	Jan 19, 2024	no	BIRMINGHAM, AL	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
VULCAN VALUE PARTNERS LLC	BROOKLINE INVESTMENTS, INC.	Jan 19, 2024	Mar 15, 2024	56	Firm change	Other

Relationships

Registered with (2)

→ BROOKLINE INVESTMENTS, INC.Registered adviserregistration: current employment
Mar 15, 2024 to presentfactForm ADV
→ VULCAN VALUE PARTNERS LLCRegistered adviserregistration: previous registration
Mar 17, 2022 to Jan 19, 2024factForm ADV

Dated events

Occurred
Jan 19, 2024
Advisor changed firm
James Edward Andrew Loftin left Vulcan Value Partners Llc for Brookline Investments, Inc. (registered 2024-03-15)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c7146d02-5011-57f1-fd7c-192fa1e3e592
First observed: Mar 17, 2022
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JAMES EDWARD ANDREW LOFTIN

Advisor at BROOKLINE INVESTMENTS, INC.

BIRMINGHAM, AL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c7146d02-5011-57f1-fd7c-192fa1e3e592

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:08 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

BROOKLINE INVESTMENTS, INC.

Other adviser

Mar 15, 2024

n/a

yes

BIRMINGHAM, AL

Current employment

VULCAN VALUE PARTNERS LLC

Other adviser

Mar 17, 2022

Jan 19, 2024

BIRMINGHAM, AL

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

VULCAN VALUE PARTNERS LLC

BROOKLINE INVESTMENTS, INC.

Jan 19, 2024

Mar 15, 2024

Firm change

Other