Adam Michael Greenspan

Current Employers

Employment History

• 06/2008 → 10/2023
  Valic Financial Advisors, Inc.
  Hampton, NH
• 12/2022 → 10/2023
  Agia
  Houston, TX
• 10/2023 → 01/2025
  Lincoln Financial Advisors
  Seabrook, NH
• 01/2025 → Present
  Osaic Wealth, Inc.
  Seabrook, NH

Previous Registrations

• 2023-10-27 → 2025-01-24
  Osaic Fa, Inc.
  Hartford, CT
  Sea Brook, NH
  Seabrook, NH
• 2008-06-18 → 2023-11-15
  Valic Financial Advisors, Inc.
  Burlington, MA
  Hampton, NH
  Hampton, NH
  Nashua, NH
• 2007-08-22 → 2007-10-03
  Financial West Group
  Westlake Village, CA
  Wellesley, MA

Other Businesses

1) EMMA GREENSPAN FOUNDATION 95 WASHINGTON STREET SUITE 104-169 CANTON MA 02021 CATEGORY: BOD INVESTMENT RELATED: NO TITLE: PRESIDENT DUTIES: ORGANIZE EMMA'S RUN, ASSIST WITH FOUNDATION FUNDRAISING ACTIVITIES START DATE: 12/15/2021 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 1 2) EXCALIBUR WEALTH ADVISORY LLC 175 FEDERAL STREET SUITE 1050 BOSTON MA 02110 CATEGORY: ENTITY/LLC INVESTMENT RELATED: NO TITLE: CO-OWNER OF ENTITY /PARTNER/MEMBER DUTIES: ENTITY USED FOR BUSINESS EXPENSE MANAGEMENT PURPOSES START DATE:10/27/2023 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 3) GREENSPAN FINANCIAL PLANNING LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/06/2025 ADDRESS: 175 Federal St., Boston MA 02110 DESCRIPTION: Manage/administer expenses of business

Exams

• S66 Uniform Combined State Law Examination
  2005-08-26

Designations

Other Names

• Adam Greenspan
• Adam Michael Greenspan