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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | El Paso | TX | 12/2010 | 02/2017 |
| Securities America, Inc. | El Paso | TX | 02/2017 | 06/2024 |
| Securities America Advisors | El Paso | TX | 02/2017 | 06/2024 |
| Osaic Wealth, Inc. | El Paso | TX | 06/2024 | Present |
| Osaic Wealth, Inc. | El Paso | TX | 06/2024 | Present |
DAVID ADAMS POSITION: Owner/ Advisor NATURE: Sell Insurance products to my clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 02/15/2017 ADDRESS: 6006 N. Mesa, Suite 901, El Paso TX 79912 DESCRIPTION: Help my existing and new clients with insurance related products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-18 |
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