Adam Christopher Sharma

Employer firm

Sharma Everyday Finance CRD 342877

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Educational seminars

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

Current Employers

Sharma Everyday Finance

Oakland, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-08-12

CA RA
APPROVED

Since 2026-08-12

Branch Locations

Oakland, CA • 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
Central California Alliance For Health	Scotts Valley	CA	03/2022	Present
San Francisco Health Plan	San Francisco	CA	10/2012	03/2022

03/2022 → Present

Central California Alliance For Health

Scotts Valley, CA
10/2012 → 03/2022

San Francisco Health Plan

San Francisco, CA

Other Businesses

Central California Alliance for Health Not Investment Related 1600 Green Hills Rd #101, Scotts Valley, CA 95066 Medi-Cal Managed Care Organization (Government) Operational Excellence Director March 2022 to August 2026 (expected end date) 40 hours per week, during securities trading hours Oversee project management, process improvement, and business analysis Mission Neighborhood Health Center Not Investment Related 240 Shotwell St, San Francisco, CA 94110 Community Health Center (non-profit) Senior Advisor, FQHC Operations & Implementation Started June 2026 20 hours per week, during securities trading hours Support CEO with key initiatives

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-05-15

S65 Uniform Investment Adviser Law Examination

2026-05-15

View on SEC IAPD