Adam Lee Tafoya

Current Employers

Employment History

• 07/2013 → 05/2018
  New York Life Insurance Company
  Albuquerque, NM
• 04/2014 → 05/2018
  Nylife Securities Llc
  Albuquerque, NM
• 02/2015 → 10/2016
  Robert F Kennedy Middle School
  Abq, NM
• 06/2018 → 09/2019
  First Heartland Capital Inc
  Lake St Louis, MO
• 05/2013 → 05/2018
  New York Life
  Albuquerque, NM
• 09/2019 → 05/2020
  First Heartland
  Albuquerque, NM
• 01/2020 → Present
  Kinetic
  Albuquerque, NM
• 05/2020 → Present
  Kinetic Investment Management, Inc.
  Albuquerque, NM
• 10/2016 → 05/2018
  Insurance Brokering
  Albuquerque, NM
• 06/2017 → 05/2018
  Jukai Investments Llc
  Albuquerque, NM
• 06/2022 → Present
  Educated Wallet Llc
  Albuquerque, NM

Previous Registrations

• 2020-05-18 → 2022-08-19
  Kinetic Investment Management, Inc.
  Los Angeles, CA
  Albuquerque, NM
• 2018-11-28 → 2019-09-30
  First Heartland Consultants, Inc.
  Albuquerque, NM

Other Businesses

1) Educated Wallet, LLC. Is the business "investment-related?" Yes. Location of business: 122 Tulane Dr SE Albuquerque, NM 87106. Description of the business: online financial educational platform Position/Title:President. Responsibilities/Duties: Develop education content. Start date with business:08/01/2018. Hours per month devoted to the business: During trading hours: 20 hours Outside trading hours: 20 hours. Percentage of total yearly compensation expected to be derived from the business: 5%. 2) Insurance Agent - 2013 to Present. Investment Related. Duties include offering insurance products and services to clients and prospects. 122 Tulane Dr., SE, Suite 8, Albuquerque, NM 87106.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-11-21
• S63 Uniform Securities Agent State Law Examination
  2014-04-30

Other Names

• Adam Tafoya