James Ronald Adamczyk

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Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-04-01
WI	RA	APPROVED	2018-10-22

TX RA
APPROVED

Since 2020-04-01
WI RA
APPROVED

Since 2018-10-22

Branch Locations

8215 Greenway Boulevard 4Th Floor, Middleton, WI 53562 • 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
Morgan Stanley	Madison	WI	03/2014	Present

03/2014 → Present

Morgan Stanley

Madison, WI

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-10-22
S63	Uniform Securities Agent State Law Examination	2013-09-16

S65 Uniform Investment Adviser Law Examination

2018-10-22
S63 Uniform Securities Agent State Law Examination

2013-09-16

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC

CANOPY WEALTH MANAGEMENT

AMERIPRISE FINANCIAL SERVICES, LLC

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

JACOBSON & SCHMITT ADVISORS, LLC

CHARLES SCHWAB & CO., INC.

Other Investors

JOHN-THOMAS PETREE

JAMES P SOLBERG

BRANDON JOHN GASSER

ALEX DAVID BROST

MICHELLE ROSALYN TODD

ALINA M. ANDRECAN

Other Offices

STRATEGIC ADVISERS LLC · MIDDLETON, WI

CANOPY WEALTH MANAGEMENT · MIDDLETON, WI

AMERIPRISE FINANCIAL SERVICES, LLC · Middleton, WI

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · MIDDLETON, WI

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · MIDDLETON, WI

JACOBSON & SCHMITT ADVISORS, LLC · MIDDLETON, WI

CHARLES SCHWAB & CO., INC. · Middleton, WI

EDWARD JONES · MIDDLETON, WI

More in Middleton, WI

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