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Inactive

Adam Jacques Mitchell

Tanager Wealth Management

London

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Current Employers
Tanager Wealth Management

7Th Floor, East Wing Vintners Place, 68 Upper Thames Street, London EC4V 3BJ • United Kingdom

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-07-07
  • PA RA
    APPROVED
    Since 2026-07-07

Branch Locations

7Th Floor, East Wing Vintners Place, 68 Upper Thames Street, London EC4V 3BJ • United Kingdom

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
Fidelity Investments Raleigh NC 12/2021 02/2026
Pds Tech Goldsboro NC 02/2021 12/2021
Best Practices Construction Llc Goldsboro NC 02/2019 02/2021
Capcon Construction Sacramento CA 01/2018 02/2019
American River College Carmichael CA 08/2015 12/2017
Lowes Home Improvement Citrus Heights CA 05/2017 10/2017
Fidelity Investments Boston MA 03/2025 02/2026
Tanager Wealth Management Llp London 02/2026 Present
Tanager Wealth Management Llp London 04/2026 Present
  • 12/2021 → 02/2026
    Fidelity Investments
    Raleigh, NC
  • 02/2021 → 12/2021
    Pds Tech
    Goldsboro, NC
  • 02/2019 → 02/2021
    Best Practices Construction Llc
    Goldsboro, NC
  • 01/2018 → 02/2019
    Capcon Construction
    Sacramento, CA
  • 08/2015 → 12/2017
    American River College
    Carmichael, CA
  • 05/2017 → 10/2017
    Lowes Home Improvement
    Citrus Heights, CA
  • 03/2025 → 02/2026
    Fidelity Investments
    Boston, MA
  • 02/2026 → Present
    Tanager Wealth Management Llp
    London
  • 04/2026 → Present
    Tanager Wealth Management Llp
    London
Previous Registrations
  • 2025-03-31 → 2026-02-27
    Strategic Advisers Llc
    Raleigh, NC
    Cary, NC
    Cary, NC
    Durham, NC
    Boston, MA
  • 2022-07-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-26
S63 Uniform Securities Agent State Law Examination 2022-05-05
  • S66 Uniform Combined State Law Examination
    2022-07-26
  • S63 Uniform Securities Agent State Law Examination
    2022-05-05
Other Names
  • Adam Jacques Mitchell
  • Adam J Mitchell
  • Adam Mitchell

View on SEC IAPD

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