Steven Craig Adams

Current Employers

Employment History

• 06/2015 → 10/2017
  Allegis Investment Services
  Logan, UT
• 06/2015 → 10/2017
  Allegis Investment Advisors
  Logan, UT
• 07/2017 → Present
  Adams Wealth Management, Llc
  Logan, UT
• 12/2021 → Present
  Adams Wealth Management
  Logan, UT

Previous Registrations

• 2015-06-26 → 2017-10-02
  Allegis Investment Advisors, Llc
  Logan, UT
  Idaho Falls, ID
• 2012-06-15 → 2015-06-29
  Stratos Wealth Partners, Ltd
  Logan, UT
  Logan, UT
• 2009-06-01 → 2012-06-14
  Morgan Stanley
  Salt Lake City, UT
  Logan, UT
  Ogden, UT
• 2001-11-26 → 2009-06-01
  Citigroup Global Markets Inc.
  Logan, UT

Other Businesses

Bear Hollow Ranch, No, 14870 N. Bear Hollow Dr., Collinston UT 84306, Hospitality, Managing Member, 1/1/2012, 5, 0, Manage the LLC Crossroads Ranches Estates LLC, No, 14870 N. Bear Hollow Dr., Collinston UT 84306, Real Estate Development, Managing Member, 1/1/2012, 5, 0, Manage the LLC Kokopelli Investments LLC, No, 14870 N. Bear Hollow Dr., Collinston UT 84306, Real Estate Development, Managing Member, 1/1/2012, 5, 0, Manage the LLC Bear Hollow Resorts, No, 14870 N. Bear Hollow Dr., Collinston UT 84306, Hospitality, Managing Member, 1/1/2012, 5, 0, Manage the LLC Name: Rivers Edge Holdings Investment Related: No Address: 14870 N Bear Hollow Dr., Collinston UT 84306 Nature: Development Position: Member Start Date: 1/1/2017 Hours Per Month: 2 Hours During Trading Hours: 0 Duties: Co-manage the LLC Name: Logan Business Gateway, LLC Investment Related: No Address: 701 S. Main, Logan, UT Nature: Real Estate Development Position: Member Manager Start Date: 1/1/2019 Hours Per Month: 2 Hours During Trading Hours: 0 Duties: Manage the LLC Name: Inspire Capital, LLC Investment Related: No Address: 701 S. Main, Logan, UT 84321 Nature: Real Estate Development and Management Position: Managing Member Start Date: 12/1/2022 Hours Per Month: 5 Hours During Trading Hours: 0 Duties: Manage the LLC Name: Inspire Capital Family Office, LLC Investment Related: No Address: 14870 N. Bear Hollow Dr., Collinston UT 84306 Nature: Management Position: Member Start Date: 12/1/2022 Hours Per Month: 2 Hours During Trading Hours: 0 Duties: Manage the LLC Name: Inspire Guarantee Services, LLC Investment Related: No Address: 14870 N. Bear Hollow Dr., Collinston UT 84306 Nature: Manage loan guarantee services Position: Member Start Date: 12/1/2022 Hours Per Month: 2 Hours During Trading Hours: 0 Duties: Manage the LLC Name: AWA Consulting, LLC Investment Related: No Address: 14870 N. Bearh Hollow Dr., Collinston UT 84306 Nature: Aviation management and ownership Position: Managing Member Start Date: 02/05/2021 Hours Per Month: 5 Hours During Trading Hours: 0 Duties: Manage the LLC Name: 87 West Partners, LLC Investment Related: No Address: 3877 West Slalom Way, Collinston UT 84306 Nature: Real Estate Development Position: Managing Member Start Date: 7/2/2018 Hours Per Month: 2 Hours During Trading Hours: 0 Duties: Manage the LLC Name: Logan 100 West, LLC Investment Related: No Address: 3877 West Slalom Way, Collinston UT 84306 Nature: Real Estate Development Position: Managing Member Start Date: 7/2/2018 Hours Per Month: 2 Hours During Trading Hours: 0 Duties: Manage the LLC Name: CacheTech Inc. Investment Related: Yes Address: 701 S Main STE 400, Logan UT 84321 Nature: Technology company for RIAs Position: Owner Start Date: 7/1/2023 Hours Per Month: 1 Hours During Trading Hours: 0 Duties: Help with management of the company.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-12-22
• S63 Uniform Securities Agent State Law Examination
  1995-07-10

Designations

Other Names

• Steven Craig Adams
• Craig Adams
• S Craig Adams
• Scraig Adams
• Craig Steven Adams
• S. C Adams