Adam Spencer Bloom

Current Employers

Employment History

• 07/1999 → 03/2025
  Edward Jones
  St. Louis, MO
• 03/2025 → Present
  Spencer William Llc
  Mooresville, NC
• 03/2025 → Present
  Raymond James Financial Services, Inc.
  Mooresville, NC
• 03/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Mooresville, NC

Previous Registrations

• 2007-01-17 → 2025-03-17
  Edward Jones
  Mooresville, NC

Other Businesses

(1)Name of Business: Address: 19220 Davidson Concord Road, Davidson, NC, 28036, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Oversee my 3 rental homes. (2)Name of Business: Address: 19220 Davidson Concord Road, Davidson, NC, 28036, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 01/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 50/50 owner with another individual. (3)Name of Business: ASB Endeavors, LLC Address: 517 Alcove Rd Ste 201, Mooresville, NC, 28117-8574, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 03/14/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: President / Owner of personal operating entity (4)Name of Business: Associate Reformed Presbyterian Church Board of Benefits Address: 918 S. Pleasantburg Drive, Greenville, SC, 29607, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 07/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Our board oversees the denominations health insurance program and its defined benefit pension plan. (5)Name of Business: Bloom Ventures, LLC Address: 19220 Davidson Concord Road, Davidson, NC, 28036, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/22/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is an entity I established to lease heavy equipment like skid steers and excavators. (6)Name of Business: Christ Church A.R.P. Address: 409 N. Little Egypt Road, Denver, NC, 28037, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 12/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: As a member of the committee I help review church budgets, staffing, accounting, bank accounts, and investment accounts. I do not have direct control of any funds. The treasurer of the church has direct control and access to all funds. (7)Name of Business: Spencer William, LLC DBA Bloom Private Wealth Address: 517 Alcove Rd Ste 201, Mooresville, NC, 28117-8574, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 03/14/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Jointly owned \n50% ASB Endeavors, LLC\n50% RWB Ventures, LLC

Exams

• S66 Uniform Combined State Law Examination
  2007-01-09
• S63 Uniform Securities Agent State Law Examination
  1999-09-22

Designations