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Adam Robinson

Sevenwealth LLC

Longmont, CO

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Current Employers
Sevenwealth Llc

Longmont, CO • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-20
CO RA APP_PEND_IARCE 2026-01-19
  • TX RA
    APPROVED
    Since 2026-04-20
  • CO RA
    APP_PEND_IARCE
    Since 2026-01-19

Branch Locations

Longmont, CO • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Commonwealth Financial Network Waltham MA 04/2005 12/2025
Adam Robinson, Sole Proprietor Longmont CO 04/2025 Present
Sevenwealth Llc Longmont CO 04/2025 Present
Sevenwealth Llc Longmont CO 01/2026 Present
Previous Registrations
Other Businesses

1. Adam Robinson, Sole Proprietor; investment related; Longmont, CO; fixed insurance; agent; 04/2005; 5 hours/month; no hours during trading; fixed insurance sales and service.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-01-23
S63 Uniform Securities Agent State Law Examination 1994-12-02
  • S66 Uniform Combined State Law Examination
    2003-01-23
  • S63 Uniform Securities Agent State Law Examination
    1994-12-02
Designations

View on SEC IAPD

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