Adam J Cole

Current Employers

Infinite Summer Financial Planning

Needham, MA • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2024-10-22

MA RA
APPROVED

Since 2024-10-22

Branch Locations

Needham, MA • 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
Needham High School	Needham	MA	09/2007	Present
Infinite Summer Financial Planning Llc	Needham	MA	04/2024	Present

09/2007 → Present

Needham High School

Needham, MA
04/2024 → Present

Infinite Summer Financial Planning Llc

Needham, MA

Other Businesses

Adam Cole is currently employed as a math teacher at Needham High School located at 609 Webster Street, Needham, MA 02494. Mr. Cole began this position 09/01/2007. Mr. Cole devotes approximately 160 hours per month/5 hours per day during securities trading hours to this activity. This activity is not investment-related.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-11-13

S65 Uniform Investment Adviser Law Examination

2023-11-13