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RIA / WealthAdvisorCertified Financial Planner31 years in industry

MARY LOUISE JAMES

Advisor at COLOMB INVESTMENT MANAGEMENT COMPANY, LLC

METAIRIE, LA | Ocala, FL

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Feb 19, 1998 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: COLOMB INVESTMENT MANAGEMENT COMPANY, 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: Aug 15, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Aug 15, 1995
First registration: Feb 19, 1998
Dual registered: no
Other names: MARY LOUISE GLEASON|MARY LOUISE HINDS|MARY LOUISE HART|MARY LOU HINDS
IAPD individual key: 1369633

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
COLOMB INVESTMENT MANAGEMENT COMPANY, LLC	Independent wealth	Jun 22, 2023	n/a	yes	Ocala, FL\|METAIRIE, LA	Current employment
MCBRYAR ADVISORY SERVICES, INC.	State registered	Aug 16, 2022	Oct 12, 2022	no	BAY MINETTE, AL\|Ocala, FL	Previous registration
TOUCHSTONE WEALTH ADVISORS LLC	n/a	Feb 3, 2021	Aug 8, 2023	no	OCALA, FL	Previous registration
WEALTH WITH WISDOM ADVISORS, INC.	State registered	Aug 11, 2017	Apr 2, 2021	no	OCALA, FL\|PALM BEACH GARDENS, FL\|Ocala, FL\|PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL	Previous registration
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Apr 26, 2005	Aug 2, 2017	no	OCALA, FL\|FORT MYERS, FL\|OCALA, FL\|OCALA, FL\|OCALA, FL	Previous registration
AMERITAS ADVISORY SERVICES	Former SEC adviser	Feb 19, 1998	Oct 29, 2004	no	WEEKI WACHEE, FL	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
TOUCHSTONE WEALTH ADVISORS LLC	MCBRYAR ADVISORY SERVICES, INC.	Aug 8, 2023	Aug 16, 2022	-357	Firm change after gap	Other
MCBRYAR ADVISORY SERVICES, INC.	COLOMB INVESTMENT MANAGEMENT COMPANY, LLC	Oct 12, 2022	Jun 22, 2023	253	Firm change	Other
WEALTH WITH WISDOM ADVISORS, INC.	TOUCHSTONE WEALTH ADVISORS LLC	Apr 2, 2021	Feb 3, 2021	-58	Firm change after gap	Other
PARK AVENUE SECURITIES LLC	WEALTH WITH WISDOM ADVISORS, INC.	Aug 2, 2017	Aug 11, 2017	9	Firm change	Other
AMERITAS ADVISORY SERVICES	PARK AVENUE SECURITIES LLC	Oct 29, 2004	Apr 26, 2005	179	Firm change	Other

Relationships

Registered with (6)

→ COLOMB INVESTMENT MANAGEMENT COMPANY, LLCRegistered adviserregistration: current employment
Jun 22, 2023 to presentfactForm ADV
→ TOUCHSTONE WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
Feb 3, 2021 to Aug 8, 2023factForm ADV
→ MCBRYAR ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Aug 16, 2022 to Oct 12, 2022factForm ADV
→ WEALTH WITH WISDOM ADVISORS, INC.Registered adviserregistration: previous registration
Aug 11, 2017 to Apr 2, 2021factForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
Apr 26, 2005 to Aug 2, 2017factForm ADV
→ AMERITAS ADVISORY SERVICESRegistered adviserregistration: previous registration
Feb 19, 1998 to Oct 29, 2004factForm ADV

Dated events

Occurred
Aug 8, 2023
Advisor changed firm
Mary Louise James left Touchstone Wealth Advisors Llc for Mcbryar Advisory Services, Inc. (registered 2022-08-16)
Form ADVobserved 5 days ago
Occurred
Oct 12, 2022
Advisor changed firm
Mary Louise James left Mcbryar Advisory Services, Inc. for Colomb Investment Management Company, Llc (registered 2023-06-22)
Form ADVobserved 5 days ago