Adam Richard Kipnes

Current Employers

Employment History

• 03/2010 → Present
  Charles Schwab & Co., Inc.
  Scottsdale, AZ
• 01/2010 → Present
  Jasmine Real Estate Solutions
  Phoenix, AZ
• 07/2021 → 06/2024
  Td Ameritrade, Inc.
  Phoenix, AZ

Previous Registrations

• 2021-07-21 → 2022-10-14
  Td Ameritrade, Inc.
  Phoenix, AZ
  Omaha, NE
• 2007-06-13 → 2009-02-12
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Westlake, TX
• 2006-08-31 → 2007-10-02
  Inlign Wealth Management, Llc
  Phoenix, AZ

Other Businesses

(1) JASMINE REAL ESTATE SOLUTIONS | INVESTMENT RELATED | PHOENIX, ARIZONA | START DATE 01/01/2010 | OWNER | SOLE PROPRIETOR, INVEST IN AND OWN REAL ESTATE RENTALS, BUY AND SELL REAL ESTATE FOR SELF | LESS THAN 20 HOURS PER MONTH | NONE DURING SECURITIES TRADING HOURS; (2) JRES, LLC | INVESTMENT RELATED | PHOENIX, ARIZONA | START DATE 06/01/2011 | REAL ESTATE/PROPERTY MANAGEMENT. SET UP TO HOLD/FLIP REAL ESTATE | LESS THAN 20 HOURS PER MONTH | NONE DURING SECURITIES TRADING HOURS: (3) JRES ALTRO TERRACE, LLC | INVESTMENT RELATED | PHOENIX, ARIZONA | START DATE 03/15/2011 | REAL ESTATE/PROPERTY MANAGEMENT, MANAGER | LLC SET UP TO HOLD RENTAL PROPERTY | LESS THAN 20 HOURS PER MONTH | NONE DURING SECURITIES TRADING HOURS; (4) JRES 12TH STREET LLC | INVESTMENT RELATED | PHOENIX, ARIZONA | START DATE 03/15/2011 MANAGER, REAL ESTATE/PROPERTY MANAGEMENT | SET UP TO HOLD 1 RENTAL PROPERTY | LESS THAN 20 HOURS PER MONTH | NONE DURING SECURITIES TRADING HOURS; (5) THE 1495 GROUP| NOT INVESTMENT RELATED | PHOENIX, ARIZONA | START DATE 07/18/2013 | FOUNDING PARTNER | MANAGEMENT CONSULTING SERVICES | LESS THAN 20 HOURS PER MONTH | NONE DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-07-11
• S63 Uniform Securities Agent State Law Examination
  1996-09-09

Other Names

• Adam Richard Kipnes
• Adam R Kipnes