Adam Jameson Smith

Current Employers

Employment History

• 08/2018 → 08/2021
  Ikes Beach Service
  Gulf Shores, AL
• 06/2015 → 07/2017
  Wadsworth's Blueberry Farm
  Cropwell, AL
• 09/2012 → 10/2016
  Richey Grocery
  Cropwell, AL
• 09/2021 → Present
  Lion Street Financial
  Birmingham, AL
• 08/2016 → 05/2021
  Auburn University
  Auburn, AL
• 07/2022 → Present
  Csenge Advisory Group
  Birmingham, AL
• 11/2025 → Present
  Integrity Alliance, Llc.
  Birmingham, AL

Other Businesses

1) CSENGE ADVISORY GROUP LLC POSITION: Employee NATURE: Reg & Compliance Support, Investment Platform, Planning Software, Research Software, Billing Back office support, Marketing & Branding tools etc. support INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 110 START DATE: 09/01/2021 ADDRESS: 4755 E Bay Dr, Clearwater FL 33764, United States DESCRIPTION: Client Relationship Support: Assist senior advisors in managing and maintaining client relationships. Financial Plan Preparation: Help create and update financial plans, including data gathering, analysis, and plan modeling. Portfolio Management: Support in implementing investment strategies and monitoring client portfolios. Client Communication: Participate in client meetings, follow up on inquiries, and prepare reports. Research and Analysis: Conduct investment, product, and market research to support client recommendations. Administrative Tasks: Handle account paperwork, compliance documentation, and back-office operations.

Exams

• S66 Uniform Combined State Law Examination
  2022-07-21

Other Names

• Adam Smith