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Craig Maxwell Adams

Confidential Management Advisors, Inc.

Troy, MI

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Current Employers
Confidential Management Advisors, Inc.

1700 West Big Beaver Suite 320, Troy, MI 48084 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-03-11
  • MI RA
    APPROVED
    Since 2024-03-11

Branch Locations

1700 West Big Beaver Suite 320, Troy, MI 48084 • 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
Confidential Management Financial Services, Inc. Birmingham MI 05/1991 Present
Ficast Corporation Troy MI 05/1999 11/2024
Confidential Management Advisors,Inc. Troy MI 05/1991 Present
Confidential Management Services, Inc Troy MI 05/1991 Present
  • 05/1991 → Present
    Confidential Management Financial Services, Inc.
    Birmingham, MI
  • 05/1999 → 11/2024
    Ficast Corporation
    Troy, MI
  • 05/1991 → Present
    Confidential Management Advisors,Inc.
    Troy, MI
  • 05/1991 → Present
    Confidential Management Services, Inc
    Troy, MI
Previous Registrations
Other Businesses

MM/YYYY Independent Licensed insurance Agent; Investment Related; Troy, MI; Type of insurance sold

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-08-11
S63 Uniform Securities Agent State Law Examination 1982-02-26
  • S65 Uniform Investment Adviser Law Examination
    2008-08-11
  • S63 Uniform Securities Agent State Law Examination
    1982-02-26

View on SEC IAPD

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STRAIGHTLINE
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Other Investors

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AMY LYNN ROBERTS
MICHAEL A JUSTIN
BRUCE CRAIG GREENING
STEVEN THOMAS MARLETTE
MICHAEL DAVID VICHUNAS
Quinn J Wright
DAVID JAMES SMOLAREK

Other Offices

COOK & ASSOCIATES · TROY, MI
LPL FINANCIAL LLC · TROY, MI
LPL FINANCIAL LLC · TROY, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Troy, MI
SPC · Troy, MI
CETERA INVESTMENT ADVISERS LLC · TROY, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Troy, MI
STRAIGHTLINE · TROY, MI

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