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Adams Financial Concepts, LLC CRD 134545
$78.5M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1001 Fourth Avenue Suite 4330, Seattle, WA 98154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2005-08-05 |
Branch Locations
1001 Fourth Avenue Suite 4330, Seattle, WA 98154 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adams Financial Concepts, Llc | Seattle | WA | 01/2005 | Present |
MEMBER OF BOARD OF DIRECTORS OF EVDENSE HOLDING COMPANY (2017-PRESENT). SPEND 1 TO 2 HOURS PER MONTH OUTSIDE OF MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-12 |
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