Todd Lee Adams

Current Employers

Employment History

• 04/2005 → Present
  Bass Financial Strategies, Inc.
  Greensboro, NC
• 08/2005 → 03/2021
  H. Beck, Inc.
  Rockville, MD
• 04/2021 → 09/2024
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 09/2024
  Grove Point Investments, Llc
  Rockville, MD
• 09/2024 → Present
  Cambridge Investment Research Inc.
  Fairfield, IA
• 09/2024 → Present
  Cambridge Investment Research Advisors Inc.
  Fairfield, IA

Previous Registrations

• 2009-07-15 → 2024-09-19
  Bass Financial Strategies, Inc.
  Greensboro, NC
• 2021-04-01 → 2024-09-12
  Grove Point Advisors, Llc
  Rockville, MD
  Greensboro, NC
  Rockville, MD
• 2016-06-17 → 2021-04-01
  Grove Point Investments, Llc
  Greensboro, NC
  Greensboro, NC

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 09/2024, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO 40 HR/MO TRADING 2) SHADY GROVE WESLEYAN CHURCH - VICE CHAIRMAN OF LOCAL BOARD OF ADMINISTRATION, 119 N. Bunker Hill Rd., Colfax NC, 05/2025, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, INV REL, 5 HR/MO, 2 HR/MO TRADING. 3) SHADY GROVE WESLEYAN CHURCH, 119 N BUNKER HILL ROAD COLFAX NC, 05/2024, FINANCE COMMITTEE MEMBER, RELIGIOUS ORGANIZATION, NIR, 5 HR/MO 5 HR/MO TRADING 4) SHADY GROVE WESLEYAN CHURCH, 119 N BUNKER HILL ROAD COLFAX NC, 08/2020, CHAIRMAN POLICY COMMITTEE, RELIGIOUS ORGANIZATION, NIR, 5 HR/MO 5 HR/MO TRADING 5) SHADY GROVE WESLEYAN CHURCH 119 N BUNKER HILL ROAD COLFAX NC, 06/2015, SUNDAY SCHOOL TEACHER, RELIGIOUS ORGANIZATION, NIR, 5 HR/MO 5 HR/MO TRADING 6) INSURANCE, 600 GREEN VALLEY ROAD SUITE 106 GREENSBORO NC, 04/2005, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 5 HR/MO 5 HR/MO TRADING 7) BASS FINANCIAL STRATEGIES, INC., 600 Green Valley Road, Suite 106, Greensboro NC 27408, 09/2024, Vice President, Using a Trade Name / DBA, INV REL, 170 HR/MO, 140 HR/MO TRADING.

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-01-20

Designations

Other Names

• Todd Adams