Adam Tabb Winfield

Current Employers

Employment History

• 08/2014 → 11/2018
  Sii
  Virgina Beach, VA
• 05/2014 → Present
  The Frieden Agency/ John Hancock
  Virginia Beach, VA
• 11/2018 → 08/2023
  Royal Alliance Associates, Inc.
  Virginia Beach, VA
• 08/2023 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2023 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2022-04-13 → 2023-08-03
  Osaic Wealth, Inc.
  Virginia Beach, VA

Other Businesses

1. CIRA, 1776 Pleasant Plain Rd, Fairfield IA 52556, 08/2023, IAR AFFILIATION, INV REL, 160 HR/MO - 120 HR TRADING 2. NAIFA-TIDEWATER, 2929 Sabre St, 200, Virginia Beach VA 23452, 01/2023, BOARD MEMBER, NIR, 5 HR/MO - 5 HR TRADING 3. DALY BROKERAGE, 277 Bendix Rd, Suite 500, Virginia Beach VA 23452, 07/2014, INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 45 HR/MO - 45 HR TRADING 4. TOWNE BENEFITS/ THE FRIEDEN AGENCY, 3 Commercial Place, Suite, 1600 VA 23510, 06/2014, INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 80 HR/MO - 80 HR TRADING 5. FORMAN & ASSOCIATES, 277 Bendix Rd, Suite 500, Virginia Beach VA 23452, 07/2014, INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 10 HR/MO - 10 HR TRADING 6. PENN MUTUAL, 277 Bendix Rd, Suite 500, Virginia Beach VA 23452, 01/2017, INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 30 HR/MO - 30 HR TRADING 7. FRIEDEN WEALTH MANAGEMENT, 277 Bendix Rd, Ste 500, Virginia Beach VA 23452, 08/2023, Investment Advisor Representative, DBA Name, NIR, 80 HR/MO, 80 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-08
• S63 Uniform Securities Agent State Law Examination
  2015-05-14