Adam Bainbridge Jeffries

Current Employers

Unclipped Capital Llc

Overland Park, KS • United States

Current Registrations

Authority	Category	Status	Date
KS	RA	APPROVED	2026-08-07

KS RA
APPROVED

Since 2026-08-07

Branch Locations

Overland Park, KS • 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
Burns & Mcdonnell	Kansas City	MO	06/2013	09/2020
Honeywell	Kansas City	MO	09/2020	07/2022
Finite Engineering & Associates	Overland Park	KS	07/2022	Present
Beach Balm Getaways Llc	Overland Park	KS	11/2025	Present
Unclipped Capital Llc	Overland Park	KS	05/2026	Present

06/2013 → 09/2020

Burns & Mcdonnell

Kansas City, MO
09/2020 → 07/2022

Honeywell

Kansas City, MO
07/2022 → Present

Finite Engineering & Associates

Overland Park, KS
11/2025 → Present

Beach Balm Getaways Llc

Overland Park, KS
05/2026 → Present

Unclipped Capital Llc

Overland Park, KS

Other Businesses

1. Finite Engineering & Associates, Overland Park, KS. Senior operations and technology role at an engineering services firm. Approximately 24 hours per week, portions during securities trading hours. Started 07/2022. Not investment-related. Duties: operations and technology management for an engineering firm. 2. Beach Balm Getaways LLC, Overland Park, KS. Chief Operating Officer and Chief Financial Officer; 50% co-owner with spouse. Travel agency business (planning and booking travel arrangements). Approximately 4 hours per week, generally outside trading hours. Started 11/2025. Not investment-related. Duties: operations and finance for a travel agency business.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-04-10

S65 Uniform Investment Adviser Law Examination

2026-04-10