Pierre Lemoine Adams

Current Employers

Employment History

• 05/2010 → 08/2024
  Triad Advisors, Inc
  Norcross, GA
• 01/2012 → Present
  Adg Wealth Management, Llc
  Metairie, LA
• 08/2024 → 01/2026
  Osaic Wealth, Inc.
  Metairie, LA

Other Businesses

1) Adams Capital Advisors, LLC; investment related; 433 Metairie Road, Ste 500, Metairie LA 70037; investment advisory services; managing member; 1/1/2026; 40 hrs/month; 8 hr during trading; consulting, advising clients, general management 2) BRIERFIELD Hurricane, LLC; 209 N. COMMERCE ST. NATCHEZ, MS 39120; NOT INVESTMENT RELATED; Recreational property; manager, member; 1/1/2006; 5 hours per month; 0 hours per day; This is a family property / LLC. My role is the direct supervisor of our foreman and oversight of finances and general operations; 3)ADG Wealth Management Group, LLC; 433 Metairie Road ,Ste 500 Metairie, LA 70037; office expense sharing partnership; member; 2/1/2012; 1 hr/month;<1 hr during trading; 50% member/owner, financial and administrative management related to general office operations 4)ECDB, LLC; not investment related; 10 Crystal Lake Ln, Mandeville, LA 70471; Holding co. for recreational property; Manager; 0 hrs/mth; 0 hrs during trading; strictly an LLC to hold property for liability mitigation 5)Wealthharbor Capital Group ;investment related;433 Metairie Rd,Ste 500,Metairie,LA 70005;registered investment advisor; investment advisor representative, partner; 3/1/2019;<1 hrs/month;<1 hr during trading; meeting with clients, investment management, etc. 6)Beachappy,LLC; not investment related;10 Crystal Lake Ln,Mandville,LA 70471; holding company for rental property; managing member; 5/8/2019;2 hrs/month;0 hrs during trading; monitor bookings and respond to management company when necessary 7)Tchoupitoulas Holdings, LLC;Investment related: yes; 5500 Prytania St., No. 332, New Orleans, LA; Nature or Structure of Business: The sole purpose of the entity is to hold a piece of investment property. Position: member; Start date: 11/06/2023; hours per month: 5; securities trading hours 0; Duties: I am an investor in the property that is being rehabilitated. My partner is a general contractor and will be performing the day to day project management.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-11-02
• S63 Uniform Securities Agent State Law Examination
  1997-05-21