Adam Justin Powell

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 06/2024
  Securities America, Inc.
  Weyers Cave, VA
• 07/2016 → 06/2024
  Securities America Advisors
  Weyers Cave, VA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Weyers Cave, VA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Weyers Cave, VA

Previous Registrations

• 2016-07-05 → 2024-06-14
  Securities America Advisors, Inc.
  Weyers Cave, VA
• 2008-06-01 → 2016-07-05
  Osaic Institutions, Inc.
  Luray, VA
• 2005-01-20 → 2008-06-01
  Bi Investments, Llc
  Mcgaheysville, VA
  Luray, VA
• 2003-03-31 → 2005-02-01
  Banc Of America Investment Services, Inc.
  Waynesboro, VA
• 2001-12-31 → 2002-11-22
  Charles Schwab & Co., Inc.
  Orlando, FL

Other Businesses

1. NAKED CREEK INVESTMENTS LLC POSITION: Owner NATURE: LLC established for tax and liability reasons INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/03/2016 ADDRESS: 99 NAKED CREEK HOLLOW RD, Weyers Cave VA 24486 DESCRIPTION: Created for tax and liability reasons 2. STAUNTON ALLIANCE CHURCH FINANCE COMMITTEE POSITION: Treasurer NATURE: Staunton Alliance Church Treasurer, Board of Governance & Finance Committee member. My name is one of three on the local bank account but I do not have a checkbook nor do I sign checks. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2024 ADDRESS: 560 New Hope Rd, Staunton VA 24401 DESCRIPTION: Treasurer - Responsible for the proper handling of the church's financial resources including the budget, income, expenses and providing the proper reporting of church funds Finance Committee - one of 7 members responsible for overseeing the financial policies and procedures of the church Board of Governance - Treasurer is one of 7 members responsible for the general oversight of the church

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-14
• S63 Uniform Securities Agent State Law Examination
  1998-05-28