David James Adams

2 Park Plaza Suite 800, Irvine, CA 92614 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-08-14

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Coachella	CA	05/2024	12/2024
Citigroup Bank	Palm Desert	CA	10/2022	05/2024
Doordash	Yucca Valley	CA	06/2020	10/2022
Five Star Gym And Fitness	Yucca Valley	CA	09/2019	03/2020
Tortoise Rock Casino	Twentynine Palms	CA	10/2018	04/2019
Flores Family Childcare	Yucca Valley	CA	01/2016	10/2018
University Of Santa Cruz	Santa Cruz	CA	04/2019	10/2019
Darden Restaurants Inc.	Rancho Mirage	CA	06/2022	10/2022
Arizona State University	Tempe	AZ	01/2021	08/2023
Bank Of America, N.A.	Coachella	CA	06/2024	12/2024
West Wealth Group	Yucca Valley	CA	07/2025	Present
Unemployed	Yucca Valley	CA	01/2025	07/2025

05/2024 → 12/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Coachella, CA
10/2022 → 05/2024

Citigroup Bank

Palm Desert, CA
06/2020 → 10/2022

Doordash

Yucca Valley, CA
09/2019 → 03/2020

Five Star Gym And Fitness

Yucca Valley, CA
10/2018 → 04/2019

Tortoise Rock Casino

Twentynine Palms, CA
01/2016 → 10/2018

Flores Family Childcare

Yucca Valley, CA
04/2019 → 10/2019

University Of Santa Cruz

Santa Cruz, CA
06/2022 → 10/2022

Darden Restaurants Inc.

Rancho Mirage, CA
01/2021 → 08/2023

Arizona State University

Tempe, AZ
06/2024 → 12/2024

Bank Of America, N.A.

Coachella, CA
07/2025 → Present

West Wealth Group

Yucca Valley, CA
01/2025 → 07/2025

Unemployed

Yucca Valley, CA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-11-30
S63	Uniform Securities Agent State Law Examination	2024-11-11