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Current Employers
Joel Adams And Associates Inc.

545 Merrimon Avenue, Asheville, NC 28804 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-02-02
NC RA APPROVED 2022-07-07
TX RA APPROVED 2022-07-07
  • NY RA
    APPROVED
    Since 2024-02-02
  • NC RA
    APPROVED
    Since 2022-07-07
  • TX RA
    APPROVED
    Since 2022-07-07

Branch Locations

545 Merrimon Avenue, Asheville, NC 28804 • United States

33 W. 60Th St. Floor 2, Office #214, New York, NY 10023 • United States

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
Raymond James Financial Services, Inc. Asheville NC 07/2014 06/2022
Raymond James Financial Services Advisors Inc. Asheville NC 10/2014 06/2022
Joel Adams And Associates, Inc. New York NY 06/2022 Present
Previous Registrations
Other Businesses

1) 545 Merrimon, LLC; Investment Related: Yes; 545 Merrimon Avenue, Asheville, NC. 28804; Commercial real estate rental for 2 professional service firms; Managing Member; Since 11/3/2022; 5 Hours per month; Duties: Building maintenance & repairs, tenant relations, general management.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-26
  • S66 Uniform Combined State Law Examination
    2014-09-26
Designations

View on SEC IAPD

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