Adam Carlin

Current Employers

Employment History

• 01/2009 → Present
  William A Lipps Cpa Pllc
  Romney, WV
• 09/2016 → 09/2025
  Avantax Investment Services, Inc.
  Romney, WV
• 10/2015 → Present
  West Of Virginia Llc
  Augusta, WV
• 11/2017 → 09/2025
  Avantax Insurance Agency, Llc
  Romney, WV
• 08/2018 → 09/2025
  Avantax Advisory Services
  Romney, WV
• 01/2022 → Present
  Adam M. Carlin Cpa, Pllc
  Romney, WV
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Romney, WV
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2018-08-16 → 2025-09-05
  Avantax Advisory Services
  Romney, WV

Other Businesses

1) West of Virginia LLC~'NIR'~4486 Old Martinsburg Grade Road~Augusta~WV~26704~Real Estate~Partner/General Partner~10/1/2015~50hrs~25hrs~I provide real estate assistance 2) Rotary Club of Romney West Virginia~'NIR'~PO Box 876~Romney~WV~26757~Other~Other~7/1/2015~7hrs~4hrs~Attend weekly meetings and assist in decision making related to the organizations activities 3) ADAM M. CARLIN CPA, PLLC POSITION: Owner NATURE: Public Accounting office INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 65 START DATE: 01/01/2022 ADDRESS: 90 S Marsham St, Romney WV 26757, United States DESCRIPTION: Business management, Tax Preparation, Bookkeeping, General accounting

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-07-21
• S63 Uniform Securities Agent State Law Examination
  2016-12-29

Other Names

• Adam Carlin
• Adam Michael Carlin