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Inactive

Gregory Haywood Adams

Optimist Capital

Palm Beach Gardens, FL

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Current Employers
Optimist Capital

2401 Pga Blvd Suite 148, Palm Beach Gardens, FL 33410 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-07-25
FL RA APPROVED 2018-10-17
  • CA RA
    APPROVED
    Since 2019-07-25
  • FL RA
    APPROVED
    Since 2018-10-17

Branch Locations

2401 Pga Blvd Suite 148, Palm Beach Gardens, FL 33410 • 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
Lowry Capital Management Corporation Palm Beach Gardens FL 09/2015 06/2017
Ameritas Investment Corp Lincoln NE 08/2017 10/2018
Optimist Capital Llc Palm Beach Gardens FL 10/2018 Present
Alpha Welath Strategies Llc Palm Beach Gardens Fl FL 06/2017 10/2018
  • 09/2015 → 06/2017
    Lowry Capital Management Corporation
    Palm Beach Gardens, FL
  • 08/2017 → 10/2018
    Ameritas Investment Corp
    Lincoln, NE
  • 10/2018 → Present
    Optimist Capital Llc
    Palm Beach Gardens, FL
  • 06/2017 → 10/2018
    Alpha Welath Strategies Llc
    Palm Beach Gardens Fl, FL
Previous Registrations
  • 2017-08-22 → 2018-10-26
    Ameritas Investment Company, Llc
    Palm Beach Gardens, FL
    Palm Beach Gardens, FL
    Lincoln, NE
    Valdosta, GA
  • 2016-04-07 → 2017-03-22
    Lowry Capital Management Corporation
    Palm Beach Gardens, FL
  • 2005-10-25 → 2015-08-27
    Amb Wealth, Llc
    Thomasville, GA
  • 2003-04-14 → 2005-08-17
    Raymond James Financial Services, Inc.
    Thomasville, GA
    Thomasville, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-12-27
  • S66 Uniform Combined State Law Examination
    1999-12-27

View on SEC IAPD

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Other Investors

Michael Daniel Wentland
Scott Nolan Steiner
Randy Steven Christophel
Douglas William Boy
Jamie Hodges Taber
Kathryn Leigh Wood
William Kenneth Young Terry
Jerry Thomas Mayes

Other Offices

WIN ADVISORS, INC · PALM BEACH GARDENS, FL
MONEY CONCEPTS ADVISORY SERVICE · PALM BEACH GARDENS, FL
GWN SECURITIES INC. · PALM BEACH GARDENS, FL
MONEY CONCEPTS CAPITAL CORP · PALM BEACH GARDENS, FL
INDEPENDENT FINANCIAL PARTNERS · Palm Beach Gardens, FL
DAKOTA WEALTH, LLC · PALM BEACH GARDENS, FL
ZACHARY FINANCIAL CONSULTANTS LLC · PALM BEACH GARDENS, FL
BLUE LINE CAPITAL ADVISORS · PALM BEACH GARDENS, FL

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