Inactive

Adam Michael Newman

The Burney Company

Claim This Profile

Current Employers

The Burney Company

1800 Alexander Bell Drive Suite 510, Reston, VA 20191 • United States

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2025-12-08

TN RA
APPROVED

Since 2025-12-08

Branch Locations

105 Westpark Drive Suite 370, Brentwood, TN 37027 • 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

Organization	City	State	From	To
Sfg Wealth Planning	Doylestown	PA	08/2012	04/2017
Burney Company	Reston	VA	04/2017	11/2022
Bragg Financial Advisors, Inc.	Charlotte	NC	12/2022	01/2023
The Burney Company	Reston	VA	01/2023	Present

08/2012 → 04/2017

Sfg Wealth Planning

Doylestown, PA
04/2017 → 11/2022

Burney Company

Reston, VA
12/2022 → 01/2023

Bragg Financial Advisors, Inc.

Charlotte, NC
01/2023 → Present

The Burney Company

Reston, VA

Previous Registrations

2022-12-11 → 2023-01-18

Bragg Financial Advisors Inc

Charlotte, NC
2017-04-10 → 2022-12-01

The Burney Company

Reston, VA

Nashville, TN

Nashville, TN
2012-08-31 → 2017-04-03

Sfg Investment Advisors, Inc.

Doylestown, PA
2011-01-10 → 2011-04-26

Cambridge Investment Research Advisors, Inc.

Newtown, PA
2010-04-29 → 2010-08-30

Rockwood Wealth Management, Llc

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2010-11-13
S65	Uniform Investment Adviser Law Examination	2010-04-20

S63 Uniform Securities Agent State Law Examination

2010-11-13
S65 Uniform Investment Adviser Law Examination

2010-04-20

Designations

View on SEC IAPD

Other Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

CALDWELL ADVISORS, LLC

TRANQUILITY PARTNERS, LLC

SANCTUARY ADVISORS, LLC

TRUIST ADVISORY SERVICES, INC.

GLOBAL HEALTH AND WELLNESS INVESTMENT NETWORK

RELEVANCE CAPITAL MANAGEMENT, LLC

Other Investors

BARRY KIRK MCCALL

BENJAMIN THOMAS BASS

STERLING AUSTIN COLEY

STEVE TU-RAN ALVERSON

AARON ALAN ZAUNER

David M Dorsett

BENTLEY YEISER LONDON

BILLY RAY CALDWELL

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BRENTWOOD, TN

CALDWELL ADVISORS, LLC · BRENTWOOD, TN

TRANQUILITY PARTNERS, LLC · BRENTWOOD, TN

EDWARD JONES · BRENTWOOD, TN

SANCTUARY ADVISORS, LLC · Brentwood, TN

TRUIST ADVISORY SERVICES, INC. · BRENTWOOD, TN

SANCTUARY ADVISORS, LLC · BRENTWOOD, TN

GLOBAL HEALTH AND WELLNESS INVESTMENT NETWORK · BRENTWOOD, TN

More in Brentwood, TN

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor