Inactive

Adam Edward Farris

True North Advisors, LLC

Claim This Profile

Current Employers

True North Advisors, Llc

3131 Turtle Creek Suite 1300, Dallas, TX 75219 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2019-07-16

TX RA
APPROVED

Since 2019-07-16

Branch Locations

3131 Turtle Creek Suite 1300, Dallas, TX 75219 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Baltimore	MD	11/2016	04/2019
Pricewaterhousecoopers	Baltimore	MD	09/2015	11/2016
Bank Of America, N.A	Flower Mound	TX	04/2017	04/2019
True North Advisors Llc	Dallas	TX	05/2019	Present

11/2016 → 04/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Baltimore, MD
09/2015 → 11/2016

Pricewaterhousecoopers

Baltimore, MD
04/2017 → 04/2019

Bank Of America, N.A

Flower Mound, TX
05/2019 → Present

True North Advisors Llc

Dallas, TX

Previous Registrations

2017-02-28 → 2019-05-06

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Baltimore, MD

Hunt Valley, MD

Flower Mound, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-02-27

S66 Uniform Combined State Law Examination

2017-02-27

Designations

Other Names

Adam Farris

View on SEC IAPD

Other Firms

RETIREMENT ADVISORS, LLC

7TH HARVEST INVESTMENTS

ADVISOR RESOURCE COUNCIL

PRIME SENTRY WEALTH MANAGEMENT LLC

OPENAIR FINANCIAL, LLC

GENEOS WEALTH MANAGEMENT, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

KESTRA ADVISORY SERVICES, LLC

Other Investors

MICHAEL CHARLES PERRY

Samuel James Perry

Michael Charles Perry

CHESTER ANDERSON

THOMAS MARC YOUNG

RYAN YANCY MULLIN

Leonid Murashkovskiy

Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX

7TH HARVEST INVESTMENTS · DALLAS, TX

ADVISOR RESOURCE COUNCIL · Dallas, TX

PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX

OPENAIR FINANCIAL, LLC · Dallas, TX

GENEOS WEALTH MANAGEMENT, INC. · Addison, TX

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX

KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor