Adam Ford Drewry

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2011 → 12/2024
  Parsonex Securities, Inc.
  Aurora, CO
• 07/2022 → 12/2024
  Parsonex Advisory Services, Inc
  Englewood, CO
• 12/2024 → Present
  Lpl Financial Llc
  Golden, CO

Previous Registrations

• 2022-07-20 → 2024-12-12
  Parsonex Advisory Services, Inc.
  Englewood, CO

Other Businesses

1 - 12/2024 - Patagonia Denver - Outside/W-2 Employment - Not Inv Related - 100 Hours/Month - CO 80205 - OBA Start Date: 10/02/2023. 2 - 12/2024 - DSI Wealth Management Group Inc. - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s). 3 - 12/2024 - Non-Variable Insurance - Inv Related - 1 Hours/Month - 1 Hour During Trading - PA 17110 - OBA Start Date: 01/01/2011. 4 - 10/28/2025- No Business Name- Outside/W-2 Employment- Not INV Related- At Denver, CO- Start date 09/25/2025- 10 Hours Per Month 5 - 02/05/2026 - AD Financial LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 01/27/2026 - 160 hours per month/ 120 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-27
• S63 Uniform Securities Agent State Law Examination
  2010-11-04

Other Names

• Adam Drewry