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Inactive

Adam Patrick Mchenry

Raymond James (Usa) Ltd.

Mississauga, On

Vancouver

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Current Employers
Raymond James (Usa) Ltd.

2100-925 West Georgia Street, Vancouver V6C3L2 • Canada

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-06-11
  • CA RA
    APPROVED
    Since 2021-06-11

Branch Locations

507 Lakeshore Road East Suite 206, Mississauga, On L5G 1H9 • Canada

925 West Georgia St Suite 2100-A, Vancouver V6C 3L2 • Canada

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
Bmo Nesbitt Burns Securities Ltd. Toronto, On 10/2012 01/2018
Manulife Securities Incorporated Oakville, On 01/2018 10/2020
Raymond James Ltd. Mississauga, On 10/2020 Present
Raymond James (Usa) Ltd. Mississauga, On 06/2021 Present
  • 10/2012 → 01/2018
    Bmo Nesbitt Burns Securities Ltd.
    Toronto, On
  • 01/2018 → 10/2020
    Manulife Securities Incorporated
    Oakville, On
  • 10/2020 → Present
    Raymond James Ltd.
    Mississauga, On
  • 06/2021 → Present
    Mississauga, On
Other Businesses

1) RAYMOND JAMES LTD ("RJL"), A REGISTERED INVESTMENT DEALER WITH CIRO, IS THE CANADIAN AFFILIATE AND PARENT COMPANY OF RAYMOND JAMES (USA) LTD. THE BUSINESS IS INVESTMENT RELATED. ADAM MCHENRY IS LOCATED AT SUITE 206 - 507 LAKESHORE ROAD EAST, MISSISSAUGA, ONTARIO, L5G 1H9 AND HAS BEEN EMPLOYED SINCE OCTOBER 19, 2020. HE IS A FULL TIME AGENT AND HIS TITLE WITH RJL IS FINANCIAL ADVISOR. HE DEVOTES 160 HOURS A MONTH TO THIS BUSINESS DURING BUSINESS AND TRADING HOURS. HIS JOB DUTIES INCLUDE SALES AND PORTFOLIO MANAGEMENT SERVICES. 2) RAYMOND JAMES FINANCIAL PLANNING LTD ("RJFP") IS THE INSURANCE AND ESTATE PLANNING DIVISION OF RAYMOND JAMES LTD. RJFP DEALS WITH INSURANCE SOLUTIONS, WEALTH MANAGEMENT, TAX AND ESTATE PLANNING AND BUSINESS CONTINUITY. ADAM MCHENRY IS LOCATED AT SUITE 206 - 507 LAKESHORE ROAD EAST, MISSISSAUGA, ONTARIO, L5G 1H9 AND HAS BEEN LICENSED WITH RJFP SINCE OCTOBER 19, 2020. HE IS A FULL-TIME AGENT. HE DEVOTES 10-20 HOURS A MONTH TO THIS BUSINESS. HIS JOB DUTIES INCLUDE LIFE INSURANCE SALES &/OR FINANCIAL PLANNING.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-02-14
  • S63 Uniform Securities Agent State Law Examination
    2014-02-14
Designations

View on SEC IAPD

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