Adam Mark Kazinec

Current Employers

Employment History

• 05/2008 → 11/2023
  Prudential Insurance Company Of America
  Atlanta, GA
• 05/2008 → 11/2023
  Pruco Securities, Llc.
  Atlanta, GA
• 11/2023 → Present
  Convergent Financial Partners
  Atlanta, GA
• 11/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 11/2023 → Present
  Cetera Invesment Advisers Llc
  El Segundo, CA

Previous Registrations

• 2008-07-22 → 2023-11-30
  Pruco Securities, Llc.
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 5/2008 APX NUMBER OF HOURS PER WEEK: 7 APX NUMBER OF HOURS DURING TRADING HOURS: 7 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: JEWISH FEDERATION OF GREATER ATLANTA INVESTMENT RELATED: NO ADDRESS: 1440 SPRING STREET NW, ATLANTA, GA 30309 NATURE OF BUSINESS: BOARD FIDUCIARY POSITION START DATE: 7/2021 POSITION/TITLE/RELATIONSHIP: MEMBER AT LARGE APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: .5 BRIEF DESCRIPTION OF DUTIES: ON NEXTGEN COMMITTEE, I VOLUNTEER TIME TO REVIEW/CREATE ENGAGEMENT EVENTS FOR THE JEWISH COMMUNITY OF GREATER ATLANTA. THIS IS A NON-PROFIT WHICH EXISTS TO SUPPORT THE EVER CHANGING NEEDS OF OUR JEWISH COMMUNITY. WE FOCUS ON PROVIDING RESOURCES TO THE LOCAL AND GLOBAL COMMUNITY TO COMBAT HUNGER AND POVERTY; 3. NAME OF OTHER BUSINESS: CONVERGENT FINANCIAL PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 11/2023 POSITION/TITLE/RELATIONSHIP: MANAGING PARTNER/SENIOR WEALTH MANAGER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: I WILL BE SUPPORTING CLIENTS WITH THEIR BROKERAGE, ADVISORY, AND INSURANCE NEEDS. I WILL ALSO BE HELPING TO GROW OUT OUR REGION IN RECRUITING EFFORTS; 4. NAME OF OTHER BUSINESS: JEWISH FERTILITY FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: 2897 N DRUID HILLS RD, SUITE 146, ATLANTA, GA 30329; NATURE OF BUSINESS: BOARD; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: JFF BOARD MEMBER, FINANCE COMMITTEE; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: UTILIZING PERSONAL AND PROFESSIONAL TALENTS TO SUPPORT JFF'S MISSION, ENSURING FISCAL HEALTH THROUGH FINANCIAL CONTRIBUTIONS AND FUNDRAISING EFFORTS, AND ACTING AS AN AMBASSADOR TO EXPAND JFF'S REACH AND IMPACT;

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-07-17
• S63 Uniform Securities Agent State Law Examination
  2008-06-10

Designations