Adam Eliot Queler

Current Employers

Employment History

• 07/2015 → 01/2021
  Raymond James Financial Services Inc
  Gastonia, NC
• 07/2015 → 01/2021
  Raymond James Financial Services Advisors Inc.
  Gastonia, NC
• 09/2015 → Present
  Q Financial Planning Llc
  Gastonia, NC
• 07/2015 → 01/2021
  Pridnia Investments Inc.
  Gastonia, NC
• 10/2015 → 09/2019
  Nc Saints Baseball Academy
  Gastonia, NC
• 09/2019 → Present
  Nc Saints Baseball Academy
  Gastonia, NC
• 10/2017 → Present
  First United Methodist Church Of Gastonia, Nc
  Gastonia, NC
• 01/2021 → 01/2024
  Woodbury Financial Services Inc
  Charlotte, NC
• 01/2024 → Present
  Osaic Wealth, Inc.
  Charlotte, NC

Previous Registrations

• 2021-01-13 → 2024-01-19
  Woodbury Financial Services, Inc.
  Gastonia, NC
  Charlotte, NC
• 2015-07-29 → 2021-02-01
  Raymond James Financial Services Advisors, Inc
  Gastonia, NC
• 2014-08-12 → 2015-07-23
  Vanguard Advisers, Inc.
  Charlotte, NC

Other Businesses

1) Q FINANICAL PLANNING LLC POSITION: President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2015 ADDRESS: 3509 Brentwood Dr, Gastonia NC 28056, United States DESCRIPTION: This is my S corp in which I pay all of my business expenses through and compensate myself personally for my time managing my practicevia 1099.President/owner of this pass through corporation. 2) GCG WEALTH MANAGEMENT INC. POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/11/2021 ADDRESS: 1415 Vantage Park Drive, Charlotte NC 28203, United States DESCRIPTION: Financial Planner and Advisor for my clients 3) AQ6 PROPERTIES LLC POSITION: President NATURE: Own Commercial real estate, LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 02/15/2023 ADDRESS: 3509 Brentwood Dr, Gastonia NC 28054, United States DESCRIPTION: President/Owner. Pay Bills, maintain residence, manage tenants. 4) ADAM QUELER FIXED INSURANCE POSITION: Agent-insurance producer NATURE: n/a INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 01/21/2021 ADDRESS: 2903 Audrey Drive, Gastonia NC 28054, United States DESCRIPTION: Sales and Service of fixed insurance and annuities? 5) Q FINANICAL PLANNING LLC POSITION: President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2015 ADDRESS: 2903 Audrey Drive, Gastonia NC 28054, United States DESCRIPTION: This is my S corp in which I pay all of my business expenses through and compensate myself personally for my time managing my practicevia 1099.President/owner of this pass through corporation.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-08-05
• S63 Uniform Securities Agent State Law Examination
  2006-04-20

Designations