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Adam Vernon Waszkowski

Namcoa

Mooresville, NC

Estero, FL

CRD 2413572

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Employer firm

Namcoa CRD 133978

$404M regulatory AUM 8 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • CONSULTATION SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Namcoa

107 Kilson Drive Suite 206, Mooresville, NC 28117 • United States

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2025-11-17
OH RA APPROVED 2025-11-12
IL RA APPROVED 2025-11-10
MI RA APPROVED 2025-11-10
NY RA APPROVED 2025-11-10
OR RA APPROVED 2025-11-10
PA RA APPROVED 2025-11-10
SC RA APPROVED 2025-11-10
TX RA APPROVED 2025-11-10
VA RA APPROVED 2025-11-10
MS RA APPROVED 2025-08-14
AZ RA APPROVED 2024-07-02
CA RA APPROVED 2024-06-05
NC RA APPROVED 2024-06-05
FL RA APPROVED 2013-02-27
  • WV RA
    APPROVED
    Since 2025-11-17
  • OH RA
    APPROVED
    Since 2025-11-12
  • IL RA
    APPROVED
    Since 2025-11-10
  • MI RA
    APPROVED
    Since 2025-11-10
  • NY RA
    APPROVED
    Since 2025-11-10
  • OR RA
    APPROVED
    Since 2025-11-10
  • PA RA
    APPROVED
    Since 2025-11-10
  • SC RA
    APPROVED
    Since 2025-11-10
  • TX RA
    APPROVED
    Since 2025-11-10
  • VA RA
    APPROVED
    Since 2025-11-10
  • MS RA
    APPROVED
    Since 2025-08-14
  • AZ RA
    APPROVED
    Since 2024-07-02
  • CA RA
    APPROVED
    Since 2024-06-05
  • NC RA
    APPROVED
    Since 2024-06-05
  • FL RA
    APPROVED
    Since 2013-02-27

Branch Locations

107 Kilson Drive Suite 206, Mooresville, NC 28117 • United States

Estero, FL • 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
Namcoa Naples FL 01/2013 Present
  • 01/2013 → Present
    Namcoa
    Naples, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-05-23
S63 Uniform Securities Agent State Law Examination 1993-11-26
  • S66 Uniform Combined State Law Examination
    2008-05-23
  • S63 Uniform Securities Agent State Law Examination
    1993-11-26
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

JEFFREY JOHN BULGER
Kimberley B Foster
JOSHUA EVAN MCNEIL

Nearby Offices

TRUIST ADVISORY SERVICES, INC. · MOORESVILLE, NC
EDWARD JONES · MOORESVILLE, NC
CETERA INVESTMENT ADVISERS LLC · MOORESVILLE, NC

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