Adam Kohler

Current Employers

J.J. Burns & Company

225 Broadhollow Road Suite 410, Melville, NY 11747 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2022-02-25

NY RA
APPROVED

Since 2022-02-25

Branch Locations

225 Broadhollow Road Suite 410, Melville, NY 11747 • 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

Organization	City	State	From	To
Tiaa	Melville	NY	12/2014	11/2020
Tiaa-Cref Individual & Institutional Services, Llc	Melville	NY	12/2014	11/2020
Fidelity Investments	Garden City	NY	11/2020	11/2021
J.J. Burns & Company	Melville	NY	12/2021	Present

12/2014 → 11/2020

Tiaa

Melville, NY
12/2014 → 11/2020

Tiaa-Cref Individual & Institutional Services, Llc

Melville, NY
11/2020 → 11/2021

Fidelity Investments

Garden City, NY
12/2021 → Present

J.J. Burns & Company

Melville, NY

Previous Registrations

2020-11-23 → 2021-12-01

Fidelity Personal And Workplace Advisors

Garden City, NY
2015-01-20 → 2020-11-13

Tiaa-Cref Individual & Institutional Services, Llc

Melville, NY
2012-10-22 → 2014-12-10

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Northport, NY

Melville, NY

Huntington Station, NY

East Islip, NY

Other Businesses

SUFFOLK COUNTY COMMUNITY COLLEGE; NOT INVESTMENT-RELATED; 533 COLLEGE RD., SELDEN, NY, 11784; ADJUNCT INSTRUCTOR; 90/2012; 24 HOURS PER MONTH; 0 HOURS DEVOTED DURING SECURITIES TRADING HOURS; TEACHING TWO INTRODUCTION TO PHILOSOPHY COURSES TO COLLEGE STUDENTS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-10-19

S66 Uniform Combined State Law Examination

2012-10-19

Designations

View on SEC IAPD