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Adam Brian Beers

Captrust

Bethlehem, PA

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-04-22
  • PA RA
    APPROVED
    Since 2020-04-22

Branch Locations

60 W Broad Street Suite 300, Bethlehem, PA 18018 • 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
Bank Of America Whitehall PA 10/2015 06/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Whitehall PA 10/2013 06/2018
Northwestern Mutual Investment Sevices Llc Center Valley PA 07/2018 04/2020
Jason Espenshade Center Valley PA 06/2018 04/2020
Capfinancial Securities Llc Raleigh NC 04/2020 Present
Capfinancial Partners Llc (Captrust) Raleigh NC 04/2020 Present
  • 10/2015 → 06/2018
    Bank Of America
    Whitehall, PA
  • 10/2013 → 06/2018
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Whitehall, PA
  • 07/2018 → 04/2020
    Northwestern Mutual Investment Sevices Llc
    Center Valley, PA
  • 06/2018 → 04/2020
    Jason Espenshade
    Center Valley, PA
  • 04/2020 → Present
    Capfinancial Securities Llc
    Raleigh, NC
  • 04/2020 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-05-09
  • S66 Uniform Combined State Law Examination
    2013-05-09
Other Names
  • Adam Brian Beers
  • Adam B Beers

View on SEC IAPD

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ANDREW FRANCIS AIGNER
KATHLEEN KOVACS MCDERMOTT
JOHN PHILIP CITO
CHARLES JOSEPH MCKELVEY
FORREST WILLIAM OBRIEN
KATHRYN LEE KUZO
MICHAEL JOHN SLINEY
WILLIAM PAUL WEBER

Other Offices

MCDERMOTT INVESTMENT ADVISORS, LLC · Bethlehem, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Bethlehem, PA
LINCOLN INVESTMENT · BETHLEHEM, PA
J. W. COLE ADVISORS, INC. · Bethlehem, PA
COMMONWEALTH FINANCIAL NETWORK · Bethlehem, PA
CETERA INVESTMENT ADVISERS LLC · BETHLEHEM, PA
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC · Bethlehem, PA
SEIA · Suite 200, PA

More in Bethlehem, PA

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