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Daniel Wayne Adams

LPl Financial LLC

Centerville, OH

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-05-08
  • OH RA
    APPROVED
    Since 2023-05-08

Branch Locations

7990 Clyo Road, Centerville, OH 45459 • 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
Centerville High School Centerville OH 06/2013 05/2017
Sinclair Community College Dayton OH 05/2017 12/2019
Wright State University Dayton OH 12/2019 03/2022
Adams Wealth Managment Group Centerville OH 03/2022 11/2022
Lpl Financial Llc Centerville OH 03/2022 Present
  • 06/2013 → 05/2017
    Centerville High School
    Centerville, OH
  • 05/2017 → 12/2019
    Sinclair Community College
    Dayton, OH
  • 12/2019 → 03/2022
    Wright State University
    Dayton, OH
  • 03/2022 → 11/2022
    Adams Wealth Managment Group
    Centerville, OH
  • 03/2022 → Present
    Lpl Financial Llc
    Centerville, OH
Other Businesses

1-03/2022 / Adams Wealth Management Group / DBA for LPL Business (entity for LPL business) / Investment Related / Centerville, OH 45459

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-05
  • S66 Uniform Combined State Law Examination
    2023-05-05

View on SEC IAPD

Other Firms

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
RIDGELINE WEALTH PLANNING LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FOUNDERS FINANCIAL SECURITIES LLC

Other Investors

JANICE MARIE CHINN
Richard Burkes
VICKEY LEE PARKS
PHILLIP JAMES JOHNSON
JERRY HENDERSON
TOBIAS MATTHEW JONES
Micah Paul McCollum
BRIAN KEITH SCHULTZ

Other Offices

PFS INVESTMENTS INC. · CENTERVILLE, OH
MCCOLLUM INVESTMENT ADVISORS · DAYTON, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Dayton, OH
J.P. MORGAN SECURITIES LLC · DAYTON, OH
PNC WEALTH MANAGEMENT LLC · DAYTON, OH
RIDGELINE WEALTH PLANNING LLC · CENTERVILLE, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Dayton, OH
FOUNDERS FINANCIAL SECURITIES LLC · Dayton, OH

More in Centerville, OH

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