Adam Timothy Keisler

Current Employers

Employment History

• 04/2012 → Present
  Morningstar Marina
  Littleton, NC
• 04/2015 → 11/2023
  Fsc Securities Corp
  Atlanta, GA
• 11/2023 → Present
  Osaic Wealth, Inc.
  Hickory, NC

Previous Registrations

• 2015-06-25 → 2023-11-03
  Fsc Securities Corporation
  Raleigh, NC
  Durham, NC
  Holly Springs, NC
  Hickory, NC

Other Businesses

1. KEISLER WEALTH MANAGEMENT, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/17/2017 ADDRESS: 2616 NIcklaus Ct NE, Conover NC 28613, United States DESCRIPTION: This entity exists for tax and legal purposes as advised by council. 2. CAROLINA WEALTH STEWARDSHIP GROUP - INSURANCE POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/17/2017 ADDRESS: 3356 Six Forks Rd, Raleigh NC 27609, United States DESCRIPTION: I am a Financial Advisor at Carolina Wealth Stewardship Group. Carolina Wealth is a comprehensive financialplanning firm that offers advice on Investments and Insurance. 3. CAROLINA WEALTH STEWARDSHIP GROUP POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/15/2015 ADDRESS: 3356 Six Forks Rd, Raleigh NC 27609, United States DESCRIPTION: I am a financial advisor at Carolina Wealth Stewardship Group. Carolina Wealth is a comprehensive financialplanning firm that offers advice on Investments and Insurance. 4. BANYAN, ROCK, AND TALENT POSITION: Registered Principal NATURE: C Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2019 ADDRESS: 3356 Six Forks Rd, Raleigh NC 27609, United States DESCRIPTION: FSC principal compliance delegate 5. FIRST UNITED METHODIST CHURCH, HICKORY POSITION: Endowment Committee Chairperson NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 311 3rd Ave NE, Hickory NC 28601, United States DESCRIPTION: - As chair of the endowment committee, I lead a team of people responsible for monitoring the church's investment accounts, reporting account balances to Administrative Council, facilitating distribution requests as instructed by the Administrative Council and Board of Trustees, etc. - The endowment account is managed by an outside investment firm. I do not provide investment advice to the church. I do not have voting rights on the church Board nor am I directly responsible for handling of any funds.

Exams

• S66 Uniform Combined State Law Examination
  2015-06-24