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Robert Perry Masten

Adaptfirst Investments LLC

Kernersville, NC

Winston-Salem, NC

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Current Employers
Adaptfirst Investments Llc

Kernersville, NC • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-03-04
  • NC RA
    APPROVED
    Since 2021-03-04

Branch Locations

Kernersville, NC • United States

Winston-Salem, NC • 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
Masten Capital Management Winston-Salem NC 10/2007 11/2020
Adaptfirst Investments Llc Greensboro NC 03/2021 Present
Unemployed Winston-Salem NC 11/2020 03/2021
  • 10/2007 → 11/2020
    Masten Capital Management
    Winston-Salem, NC
  • 03/2021 → Present
    Adaptfirst Investments Llc
    Greensboro, NC
  • 11/2020 → 03/2021
    Unemployed
    Winston-Salem, NC
Previous Registrations
  • 2007-10-31 → 2020-04-30
    Masten Capital Management, Llc
    Winston-Salem, NC
  • 2007-07-25 → 2007-10-31
    Wells Fargo Clearing Services, Llc
    Winston Salem, NC
    Winston Salem, NC
Other Businesses

2002, Co-Owner of Solar Farm, Non-Investment Related, 2 Hrs/Mo

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-07-24
S63 Uniform Securities Agent State Law Examination 2002-01-25
  • S65 Uniform Investment Adviser Law Examination
    2007-07-24
  • S63 Uniform Securities Agent State Law Examination
    2002-01-25

View on SEC IAPD

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