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Adam Thomas Oerther

B&C Financial Advisors

Ponte Vedra Beach, FL

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Current Employers
B&C Financial Advisors

110 Professional Drive Suite 101, Ponte Vedra Beach, FL 32082 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2012-10-24
  • FL RA
    APPROVED
    Since 2012-10-24

Branch Locations

110 Professional Drive Suite 101, Ponte Vedra Beach, FL 32082 • 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
Butensky & Cohen Financial Security, Inc. Ponte Vedra Beach FL 01/2021 Present
Butensky & Cohen Financial Security, Inc. Ponte Vedra Beach FL 01/2016 01/2021
  • 01/2021 → Present
    Butensky & Cohen Financial Security, Inc.
    Ponte Vedra Beach, FL
  • 01/2016 → 01/2021
    Butensky & Cohen Financial Security, Inc.
    Ponte Vedra Beach, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-08-30
  • S65 Uniform Investment Adviser Law Examination
    2012-08-30
Designations

View on SEC IAPD

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DAVID ANDREW FURFINE
WILLIAM MARC DAVIS
DAVID ADAM SIEGEL
PATRICK ALAN RILEY
LORI DENISE BAYLER

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · PONTE VEDRA BEACH, FL
SAWGRASS ASSET MANAGEMENT LLC · PONTE VEDRA BEACH, FL
CORAL REEF ADVISORS LLC · PONTE VEDRA BEACH, FL
RAYMOND JAMES & ASSOCIATES, INC. · Ponte Vedra Beach, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Ponte Vedra Beach, FL
KESTRA ADVISORY SERVICES, LLC · Ponte Vedra Beach, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · PONTE VEDRA BEACH, FL
J.P. MORGAN SECURITIES LLC · Ponte Vedra Beach, FL

More in Ponte Vedra Beach, FL

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