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Teresa Marie Adams

Gaddis Premier Wealth Advisors LLC

Denison, TX

Durant, OK

CRD 4044152

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Employer firm

Gaddis Premier Wealth Advisors LLC CRD 317837

$369M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Gaddis Premier Wealth Advisors Llc

202 W Main, Durant, OK 74701 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-06-23
  • TX RA
    APPROVED
    Since 2022-06-23

Branch Locations

1430 W. Crawford, Denison, TX 75020 • United States

202 W Main, Durant, OK 74701 • 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
Edward Jones St. Louis MO 07/2010 09/2017
Lpl Financial, Llc Denison TX 10/2017 06/2022
Gaddis Premier Wealth Advisors Llc Denison TX 06/2022 Present
Previous Registrations
Other Businesses

1. 10/16/2017 - NOTARY/ OTHER - NOTARY/ 1%/ DENISON, TX. 2. 8/2/2019 - MVP Service Solutions - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 06/01/2019 - 3 Hours Per Month During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-27
  • S66 Uniform Combined State Law Examination
    2010-08-27

View on SEC IAPD

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