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Inactive

Adam Powell

Private Advisory

Redmond, WA

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Current Employers
Private Advisory

16880 Ne 79Th Street, Redmond, WA 98052 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-10-30
  • WA RA
    APPROVED
    Since 2025-10-30

Branch Locations

16880 Ne 79Th Street, Redmond, WA 98052 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Toyota Of Kirkland Kirkland WA 01/2007 06/2019
Lexus Of Bellevue Bellevue WA 06/2019 12/2019
Toyota Of Kirkland Kirkland WA 12/2019 12/2020
The Retirement Solution Redmond WA 12/2020 10/2025
The Retirement Solution Inc. Redmond WA 12/2020 10/2025
Private Advisory Redmond WA 10/2025 Present
  • 01/2007 → 06/2019
    Toyota Of Kirkland
    Kirkland, WA
  • 06/2019 → 12/2019
    Lexus Of Bellevue
    Bellevue, WA
  • 12/2019 → 12/2020
    Toyota Of Kirkland
    Kirkland, WA
  • 12/2020 → 10/2025
    The Retirement Solution
    Redmond, WA
  • 12/2020 → 10/2025
    The Retirement Solution Inc.
    Redmond, WA
  • 10/2025 → Present
    Private Advisory
    Redmond, WA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-16
  • S65 Uniform Investment Adviser Law Examination
    2020-10-16

View on SEC IAPD

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Other Investors

RICHARD LLOYD MILLER
AMY BARBARA BARNES
SUZANNE FLOY BOTTOMS
Stephanie Huynh
John William Misner
Daryn J Debelak
GREGORY MILAN WASICK
Adam S. Hutchison

Other Offices

SUNRISE PLANNING & ADVISORY LLC · REDMOND, WA
FIREBRAND WEALTH MANAGEMENT, LLC · REDMOND, WA
EDWARD JONES · REDMOND, WA
J.P. MORGAN SECURITIES LLC · REDMOND, WA
STATE FARM INVESTMENT MANAGEMENT CORP. · Redmond, WA
KEY INVESTMENT SERVICES LLC · Redmond, WA
TRUVISTA ADVISORS LLC · REDMOND, WA
EDWARD JONES · REDMOND, WA

More in Redmond, WA

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