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RIA / WealthAdvisor21 years in industry

JAMES EDWARD YARBROUGH

Advisor at SEACREST WEALTH MANAGEMENT, LLC

PURCHASE, NY | GREENVILLE, SC

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Search this name across graphsid dfx:ria:d7af8b0e-a58e-5de6-7bd0-5ed5650c755d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Feb 15, 2007 to Sep 15, 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: SEACREST WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 11, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Mar 11, 2005
First registration: Feb 15, 2007
Dual registered: no
IAPD individual key: 2849196

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
SEACREST WEALTH MANAGEMENT, LLC	Independent wealth	Jun 24, 2026	n/a	yes	PURCHASE, NY\|GREENVILLE, SC	Current employment
IDLE HILL ADVISORS LLC	Independent wealth	Apr 20, 2025	May 18, 2026	no	GREENVILLE, SC	Previous registration
STONEBRIDGE WEALTH MANAGEMENT, LTD., CO.	n/a	Nov 23, 2010	Nov 20, 2025	no	GREENVILLE, SC\|GREENVILLE, SC	Previous registration
INVEST FINANCIAL CORPORATION	Former SEC adviser	Oct 19, 2009	Oct 13, 2010	no	WINDCREST, TX\|ASHEVILLE, NC	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Nov 16, 2009	no	Greenville, SC	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Nov 6, 2007	Jun 1, 2009	no	GREENVILLE, SC	Previous registration
EDWARD JONES	National bd RIA	Feb 15, 2007	Nov 6, 2007	no	GREENVILLE, SC	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
IDLE HILL ADVISORS LLC	SEACREST WEALTH MANAGEMENT, LLC	May 18, 2026	Jun 24, 2026	37	Firm change	RIA to RIA
STONEBRIDGE WEALTH MANAGEMENT, LTD., CO.	IDLE HILL ADVISORS LLC	Nov 20, 2025	Apr 20, 2025	-214	Firm change after gap	Other
INVEST FINANCIAL CORPORATION	STONEBRIDGE WEALTH MANAGEMENT, LTD., CO.	Oct 13, 2010	Nov 23, 2010	41	Firm change	Other
MORGAN STANLEY	INVEST FINANCIAL CORPORATION	Nov 16, 2009	Oct 19, 2009	-28	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
EDWARD JONES	CITIGROUP GLOBAL MARKETS INC.	Nov 6, 2007	Nov 6, 2007	0	Firm change	Other

Relationships

Registered with (7)

→ SEACREST WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jun 24, 2026 to presentfactForm ADV
→ IDLE HILL ADVISORS LLCRegistered adviserregistration: previous registration
Apr 20, 2025 to May 18, 2026factForm ADV
→ STONEBRIDGE WEALTH MANAGEMENT, LTD., CO.Registered adviserregistration: previous registration
Nov 23, 2010 to Nov 20, 2025factForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Oct 19, 2009 to Oct 13, 2010factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Nov 16, 2009factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Nov 6, 2007 to Jun 1, 2009factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Feb 15, 2007 to Nov 6, 2007factForm ADV

Dated events

Occurred
May 18, 2026
Advisor changed firm
James Edward Yarbrough left Idle Hill Advisors Llc for Seacrest Wealth Management, Llc (registered 2026-06-24)
Form ADVobserved 5 days ago
Occurred
Nov 20, 2025
Advisor changed firm
James Edward Yarbrough left Stonebridge Wealth Management, Ltd., Co. for Idle Hill Advisors Llc (registered 2025-04-20)
Form ADVobserved 5 days ago