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Adam Worth

Thepartners Wealth Management

Sherman Oaks, CA

Carmel By The Sea, CA

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Current Employers
Thepartners Wealth Management

Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-08-30
  • CA RA
    APPROVED
    Since 2024-08-30

Branch Locations

Sherman Oaks, CA • United States

Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Amazon Inc. Sherman Oaks CA 02/2014 12/2022
Scf Securities Sherman Oaks CA 01/2023 08/2024
Scf Investment Advisors Sherman Oaks CA 03/2023 08/2024
Thepartners Wealth Management Carmel By The Sea CA 08/2024 Present
  • 02/2014 → 12/2022
    Amazon Inc.
    Sherman Oaks, CA
  • 01/2023 → 08/2024
    Scf Securities
    Sherman Oaks, CA
  • 03/2023 → 08/2024
    Scf Investment Advisors
    Sherman Oaks, CA
  • 08/2024 → Present
    Thepartners Wealth Management
    Carmel By The Sea, CA
Previous Registrations
  • 2023-04-12 → 2024-08-30
    Scf Investment Advisors, Inc.
    San Diego, CA
    Sherman Oaks, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-31
  • S66 Uniform Combined State Law Examination
    2023-03-31
Other Names
  • Adam Roy Worth

View on SEC IAPD

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