William M Adamson

701 Xenia Avenue South Suite 100, Golden Valley, MN 55416-1089 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2024-03-18
FL	RA	APPROVED	2024-02-12
AZ	RA	APPROVED	2024-02-08
MI	RA	APPROVED	2024-02-06
SD	RA	APPROVED	2024-02-06
IA	RA	APPROVED	2024-02-05
MN	RA	APPROVED	2024-02-02
TX	RA	APPROVED	2024-02-02

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
University Of Saint Thomas	Saint Paul	MN	09/2015	05/2017
Northwestern Mutual Life Insurance Company	Milwaukee	WI	05/2016	05/2019
Northwestern Mutual Investment Services Llc	Minneapolis	MN	12/2016	12/2019
Derek Brown	Minneapolis	MN	05/2019	07/2020
Rbc Capital Markets, Llc	Rochester	MN	07/2020	10/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Wayzata	MN	11/2022	02/2024
Bank Of America N.A.	Wayzata	MN	01/2023	03/2023
The Oak Ridge Financial Services Group, Inc.	Golden Valley	MN	02/2024	Present

09/2015 → 05/2017

University Of Saint Thomas

Saint Paul, MN
05/2016 → 05/2019

Northwestern Mutual Life Insurance Company

Milwaukee, WI
12/2016 → 12/2019

Northwestern Mutual Investment Services Llc

Minneapolis, MN
05/2019 → 07/2020

Derek Brown

Minneapolis, MN
07/2020 → 10/2022

Rbc Capital Markets, Llc

Rochester, MN
11/2022 → 02/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wayzata, MN
01/2023 → 03/2023

Bank Of America N.A.

Wayzata, MN
02/2024 → Present

The Oak Ridge Financial Services Group, Inc.

Golden Valley, MN

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-09-24
S63	Uniform Securities Agent State Law Examination	2017-11-01

Other Firms