Adam Kyle Dorman

Current Employers

Employment History

• 10/2013 → 11/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 10/2013 → 11/2021
  Bank Of America, N.A.
  Jacksonville, FL
• 12/2021 → 03/2024
  Fidelity Investments
  Jacksonville, FL
• 03/2024 → 06/2025
  Edward Jones
  St. Louis, MO
• 07/2025 → 01/2026
  Nylife Securities Llc
  Jacksonville, FL
• 07/2025 → 01/2026
  New York Life Insurance Co.
  Jacksonville, FL
• 08/2025 → 01/2026
  Eagle Strategies Llc
  Jacksonville, FL
• 01/2026 → Present
  Lpl Enterprise Llc
  Jacksonville, FL

Previous Registrations

• 2025-08-20 → 2026-01-16
  Eagle Strategies Llc
  Jacksonville, FL
• 2024-03-11 → 2025-06-05
  Edward Jones
  Ponte Vedra Beach, FL
• 2022-02-22 → 2024-03-06
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2014-04-14 → 2021-12-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  Jacksonville, FL
  Alpharetta, GA
  Roswell, GA
  Marietta, GA
  Roswell, GA
  Atlanta, GA

Other Businesses

1. 01/14/2026 - Cardboard Collection Connection- Business Owner - Jacksonville FL - Not Inv Related - OBA Start Date: 07/01/2021 - 2 Hour(s)/Month - 0 Hour(s) During Trading 2. 01/14/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Jacksonville FL - Inv Related - OBA Start Date: 01/07/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading 3. 01/14/2026 - Adam Dorman, N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Jacksonville FL - Inv Related - OBA Start Date: 01/07/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading 4. 02/10/2026-Alpha Wealth Group-Financial Planner-DBA for LPL Business (entity for LPL business)-Inv related-At Reported business location(s)-Start date 02/09/2026-1hrs/mth-1hrs/mth during trading

Exams

• S66 Uniform Combined State Law Examination
  2014-04-08
• S63 Uniform Securities Agent State Law Examination
  2014-03-06

Other Names

• Adam Kyle Dorman
• Adam K Dorman