Bobby J Wright

Employer firm

Adaptfirst Investments LLC CRD 289096

$108M regulatory AUM 5 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers

Adaptfirst Investments Llc

Kernersville, NC • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2021-01-05

NC RA
APPROVED

Since 2021-01-05

Branch Locations

109 East Mountain Street Suite A, Kernersville, NC 27284 • 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

Organization	City	State	From	To
Joe Wright Cpa	Kernersville	NC	09/2013	Present
Adaptfirst Investments Llc	Greensboro	NC	01/2021	Present

09/2013 → Present

Joe Wright Cpa

Kernersville, NC
01/2021 → Present

Adaptfirst Investments Llc

Greensboro, NC

Other Businesses

Joe Wright CPA, non-investment related, 109 A East Mountain St, Kernersville, NC 27284, Accounting and Tax Preparation, Formed 2013, President, 40 hours per week Wright Financial Services, investment related, 109 A East Mountain St, Kernersville, NC 27284, Insurance Sales, Financial Planning, and Advisory Business through AdaptFirst Investments LLC, Insurance Agent and IAR, 2021, 2 Hours per month

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-01-04

S65 Uniform Investment Adviser Law Examination

2021-01-04

View on SEC IAPD