Adam Joel Stalcup

Current Employers

Employment History

• 09/2018 → 04/2022
  Merrill Lynch, Pierce, Fenner & Smith Inc.
  Lynchburg, VA
• 03/2018 → 09/2018
  The First Bank And Trust Company
  Forest, VA
• 08/2017 → 03/2018
  Unemployed
  Lynchburg, VA
• 10/2016 → 08/2017
  Centra Health
  Lynchburg, VA
• 05/2012 → 12/2016
  Liberty University
  Lynchburg, VA
• 10/2018 → 04/2022
  Bank Of America, N.A.
  Lynchburg, VA
• 04/2022 → Present
  Raymond James Financial Services, Inc.
  Forest, VA
• 04/2022 → Present
  Raymond James Financial Services Advisors, Inc.
  Forest, VA

Previous Registrations

• 2018-12-03 → 2022-04-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lynchburg, VA
  New York, NY

Other Businesses

(1) Name of Business: Address: 105 Farley Branch Drive, Lynchburg, VA, 24502, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/31/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: i rent out my basement periodically, both to family members and on short term rental sites. (2) Name of Business: AJCR Holdings, LLC Address: 105 Farley Branch Drive, Lynchburg, VA, 24502, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/11/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is an LLC my wife and I have ownership of, we plan to do some renting of real estate through it later this year. (3) Name of Business: Highmatter LLC Address: 105 Farley Branch Drive, Lynchburg, VA, 24502, United States Activity Type: Business Owner Position/Title: Partner, Owner/Proprietor Investment Related: No Start Date: 02/05/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a business that myself and two close friends are starting to hold some real estate that we plan to use personally and also have the option to rent out for hunting etc. (4) Name of Business: Resolute Private Wealth Address: 312 Brook Park Pl, Forest, VA, 24551, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee, Other Investment Related: No Start Date: 04/13/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Chief Operating Officer, owner (5) Name of Business: Wacek and Associates Address: 105 Farley Branch Drive, Lynchburg, VA, 24502, United States Activity Type: Accounting/CPA Position/Title: Other Investment Related: No Start Date: 08/31/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be working with Rick Wacek, the owner of this firm, for about 5 hours per week, helping with Tax Prep and Tax planning research questions they have. I will not be a signer or controlling anything for anyone, just working on projects and returns for them as I have time. .

Exams

• S66 Uniform Combined State Law Examination
  2018-11-30
• S63 Uniform Securities Agent State Law Examination
  2016-03-25

Designations

Other Names

• Adam Stalcup