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Adam Wesley Boor

Pursuit Wealth Strategies, LLC

Raleigh, NC

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Current Employers
Pursuit Wealth Strategies, Llc

8311 Bandford Way Suite 105, Raleigh, NC 27615 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-13
NC RA APPROVED 2025-10-27
  • TX RA
    APPROVED
    Since 2026-02-13
  • NC RA
    APPROVED
    Since 2025-10-27

Branch Locations

8311 Bandford Way Suite 105, Raleigh, NC 27615 • 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
OrganizationCityStateFromTo
Citizens Bank Allison Park PA 01/2017 02/2018
Ruby Tuesday Lavale MD 06/2010 12/2016
Citizens Securities, Inc. Allison Park PA 02/2018 07/2019
Citizens Bank Allison Park PA 02/2018 07/2019
Rbc Capital Markets, Llc. Baltimore MD 07/2019 05/2021
Raymond James Financial Services, Inc Raleigh NC 05/2021 10/2025
Raymond James Financial Services Advisors, Inc Raleigh NC 05/2021 10/2025
Pursuit Wealth Strategies Llc Raleigh NC 05/2021 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-31
S63 Uniform Securities Agent State Law Examination 2018-04-30
  • S65 Uniform Investment Adviser Law Examination
    2018-08-31
  • S63 Uniform Securities Agent State Law Examination
    2018-04-30
Designations
Other Names
  • Adam Boor
  • Adam Wesley Boor

View on SEC IAPD

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Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC

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