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151 National Drive, Glastonbury, CT 06033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-12-05 |
| CT | RA | APPROVED | 2024-11-29 |
Branch Locations
151 National Drive, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City | UT | 08/2017 | 01/2019 |
| Brigham Young University | Provo | UT | 08/2014 | 06/2017 |
| Allegis Wealth Advisors | Farmington | UT | 05/2015 | 12/2016 |
| Bank Of America, N.A. | Salt Lake City | UT | 02/2018 | 01/2019 |
| Boss Retirement Advisors, Llc | Lehi | UT | 01/2019 | 01/2020 |
| Cuso Financial Services, L.P. | San Diego | CA | 01/2020 | 08/2020 |
| Morgan Stanley | Provo | UT | 06/2022 | 08/2024 |
| Brigham Young University | Provo | UT | 08/2020 | 04/2021 |
| Portfolio Advisors | Darien | CT | 04/2021 | 07/2021 |
| Brigham Young University | Provo | UT | 08/2021 | 04/2022 |
| Symmetry Partners, Llc | Glastonbury | CT | 11/2024 | Present |
| Macroalpha Capital, Llc | Kaysville | UT | 10/2025 | Present |
| Cairn Insurance Group | North Lindon | UT | 10/2024 | Present |
CEO of an investment holding company, MacroAlpha Capital, LLC. The company's primary business activity is managing its own capital for investment purposes. Mr. Adam's role is primarily focused on strategic oversight and operational management of the firm and is not responsible for any trading or portfolio management decisions. The company does not solicit outside capital nor provide investment advisory services to third parties. Date engaged in activity: 10-01-2025. Owns a 50% equity interest in Cairn Insurance Group, an independent insurance agency that sells life insurance and annuity products. The agency operates on a commission basis and receives compensation from insurance carriers for product sales. Mr. Adams receives a portion of the agency's revenue based on overall production but is not involved in day-to-day sales or operations. This activity is strictly limited to insurance and does not involve investment advisory services. Date engaged in activity: 10/01/2024.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-10-24 |
| S65 | Uniform Investment Adviser Law Examination | 2016-06-02 |
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