Andrew B Adams

Current Employers

Employment History

• 12/2011 → 12/2016
  Invest Financial Corp.
  Oxford, MS
• 10/2015 → Present
  Addicus Advisory, Llc
  Oxford, MS
• 01/2012 → Present
  Addicus Risk Management, Llc
  Tupelo, MS
• 11/2011 → Present
  Addicus, Llc
  Oxford, MS

Previous Registrations

• 2011-12-02 → 2016-12-07
  Invest Financial Corporation
  Tupelo, MS
  Oxford, MS
  Tupelo, MS
  Tupelo, MS
• 2007-11-15 → 2011-12-05
  Next Financial Group, Inc.
  Houston, TX
  Tupelo, MS
• 2006-06-19 → 2007-11-16
  Calton & Associates, Inc.
  Tupelo, MS
  Tampa, FL
  Tupelo, MS
  Oxford, MS
• 2004-02-20 → 2006-01-11
  New England Securities
  Memphis, TN

Other Businesses

(1) ADDICUS LLC 100% OWNER OF INTEGRATED INSURANCE GROUP, YES INVESTMENT RELATED, 2694 West Oxford Loop, Suite 150 Oxford, MS, BUSINESS CONSULTING, OWNER/MANAGING PARTNER, START DATE 2/25/2013, BUSINESS AQUISION & SALE SUPPORT, 20 HPM, 10 HRS TRADING. (2) ADDICUS RISK MANAGEMENT, LLC, YES INVESTMENT RELATED, 333 W Franklin St. Tupelo, MS 38804, MANAGER, SALES OF LIFE, ACCIDENT, HEALTH AND P&C INSURANCE, START DATE 12/1/2011, INVOLVED IN THE SALES & SERVICE OF NON-REGISTERED INSURANCE PRODUCTS, 20 HPM, 15 HRS TRADING. (3) ADDICUS ADVISORY, LLC, 50% OWNER/MANAGER, START DATE 02/01/2016, INVESTMENT RELATED, LOCATED AT 333 W Franklin St. Tupelo, MS 38804, 40 hrs/mo and 30 hrs/mo during trading. 4) ADDICUS RP LLC, YES INVESTMENT RELATED, 2694 West Oxford Loop, Suite 150 Oxford, MS, RENTAL PROPERTY, OWNER, START DATE 07/01/2015, RENTS BUILDING, 1 HR PER MONTH, 0 HRS TRADING. 5) Addicus Holdings, LLC; investment related; manager - start date 1/1/2016; 2694 W. Oxford Loop Rd. Ste. 150, Oxford, MS 38655; holdings company used to consolidate 3 individual entities; 4 hours per mo, 1 hour per mo during trading. 6) ABA Marketing, Inc; not investment related; President - start date 12/31/2015; 2694 W. Oxford Loop Rd. Ste. 150, Oxford, MS 38655; marketing services for Addicus Holdings, LLC & its subsidiaries; 30 hours per mo, 5 hours per mo during trading. (7)D&S Real Estate Holdings, LLC, 2694 West Oxford Loop, Suite 150 Oxford, MS 38655, 50% Owner, holding company for 333 West Franklin, LLC & Addicus RP, LLC, not investment related, 0 hrs during trading per mo. (8) Dynamic Busniess Strategies, Inc., 333 W Franklin St. Tupelo, MS 38804, 100% owner of this entity which owned 50% of Addicus Holdings, LLC., Investment related, engaged in the business of Family office services, Financial advice (through Addicus Advisory. LLC), and consulting, 10 trading hours per mo. (9)Rubicon Capital, LLC, 128-A Courthouse Square, Oxford, MS 38655; holding company that wholly owns several limited liability companies (Premier Clay Management, LLC; Cypress East Management, LLC; Stamps Hallow Manager, LLC) that serve as the Managing Member the respective private pooled investment vehicles: Premier Clay Investors, LLC, Cypress East Investors, LLC, Stamps Hollow Investments, LLC; Investment-Related; Managing Member; 9/26/2017; approx. 10 HRS/MO; 10 HRS during securities trading hours. (10)Grove Private Capital, LLC; 128-A Courthouse Square, Oxford, MS 38655; serves as Managing Member to the following private pooled investment vehicles: Ex Capital, LLC; SC Coastal Properties, LLC, and Ambling Investments LLC; Investment-Related; Managing Member; 3/6/2019; 5 HRS/MO; 5 HRS during securities trading hours. (11)Breakwater Management, LLC, 128-A Courthouse Square, Oxford, MS 38655; serves as Managing Member to Breakwater Investments, LLC; Investment-Related; Managing Member; 10/9/19; 2 HRS/MO; 2 HRS during securities trading hours. (12) River Birch Manager, LLC, 128-A Courthouse Square, Oxford, MS 38655; serves as Managing Member to River Birch Investments, LLC Investment-Related; Managing Member; 12/3/2019; 2 HRS/MO; 2 HRS during securities trading hours. (13)D&I Land Management, LLC, 128-A Courthouse Square, Oxford, MS 38655; holding company that wholly owns Silas Mine Management, LLC, which serves as the Managing Member to Silas Mine Investments, LLC, a private pooled investment vehicles; Investment-Related; Managing Member; 9/26/17; 5 HRS/MO; 5 HRS during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-14
• S63 Uniform Securities Agent State Law Examination
  2002-11-04

Other Names

• Drew Adams