Adam Blake Bonner

Current Employers

Employment History

• 01/2015 → 08/2017
  United Capital Financial Advisers, Llc
  Irving, TX
• 08/2017 → 05/2019
  Lpl Financial
  Amarillo, TX
• 05/2019 → Present
  Independent Financial Group
  Amarillo, TX

Previous Registrations

• 2017-08-14 → 2019-05-23
  Lpl Financial Llc
  Amarillo, TX
• 2015-06-05 → 2017-08-09
  United Capital Financial Advisors
  Irving, TX
  Houston, TX

Other Businesses

(1) AMARILLO WEALTH MANAGEMENT, LLC POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 250 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2018 ADDRESS: 7629 Hillside Rd., Ste. 100, Amarillo TX 79119, United States DESCRIPTION: DBA Name for Marketing Purposes. (2) BOOGE PROPERTIES LP POSITION: Officer/Director NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 7306 SW 34th Ave, SUITE 1, PMB 351, Amarillo TX 79121, United States DESCRIPTION: Farming leases primarily in Iowa. Annually renew the cash rent agreements with the farmers and oversee the distributions. (3) AL-BO LP POSITION: Officer/Director NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 7306 SW 34th Ave, SUITE 1, PMB 351, Amarillo TX 79121, United States DESCRIPTION: Farming leases primarily in Iowa. Oversee the distribution on income generated to the beneficiaries. (4)ALAN M. BOOGE REVOCABLE TRUST POSITION: Officer/Director NATURE: Acting as a POA, Trustee, Executor (Non-Securities Client). INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 7306 SW 34th Ave, SUITE 1, PMB 351, Amarillo TX 79121, United States DESCRIPTION: Manage the business decisions associated with Booge Properties LP and Al Bo LP. (5) ALAN BOOGE IRREVOCABLE TRUST OF 1999 POSITION: Officer/Director NATURE: Acting as a POA, Trustee, Executor (Non-Securities Client). INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 7306 SW 34th Ave, SUITE 1, PMB 351, Amarillo TX 79121, United States DESCRIPTION: Track and transfer the cash rent generated from the farming leases of Booge Properties LP and Al-Bo LP to be distributed to each of the beneficiaries. (6) BOOGE ENTERPRISES POSITION: Officer/Director NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 7306 SW 34th Ave, SUITE 1, PMB 351, Amarillo TX 79121, United States DESCRIPTION: Partner and 1% owner of Booge Properties LP and Al-Bo LP.

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-12-12
• S65 Uniform Investment Adviser Law Examination
  2015-06-05

Designations

Other Names

• Blake Bonner