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Adam Sean Drake

Highland Investment Advisors LLC

Ponte Vedra, FL

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Current Employers
Highland Investment Advisors Llc

466 Town Plaza Ave Ste 330, Ponte Vedra, FL 32081 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-01
ND RA APPROVED 2020-03-03
FL RA APPROVED 2015-10-02
OR RA APPROVED 2015-07-06
WA RA APPROVED 2013-06-28
WI RA APPROVED 2009-03-31
  • TX RA
    APPROVED
    Since 2024-07-01
  • ND RA
    APPROVED
    Since 2020-03-03
  • FL RA
    APPROVED
    Since 2015-10-02
  • OR RA
    APPROVED
    Since 2015-07-06
  • WA RA
    APPROVED
    Since 2013-06-28
  • WI RA
    APPROVED
    Since 2009-03-31

Branch Locations

466 Town Plaza Ave Ste 330, Ponte Vedra, FL 32081 • 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
Highland Investment Advisors, Llc Milwaukee WI 01/2009 Present
Previous Registrations
  • 2005-11-09 → 2008-09-04
    Voyager Capital Management, Llc
    Lake Geneva, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-09-26
S63 Uniform Securities Agent State Law Examination 2000-08-04
  • S65 Uniform Investment Adviser Law Examination
    2005-09-26
  • S63 Uniform Securities Agent State Law Examination
    2000-08-04
Designations
Other Names
  • Adam S Drake

View on SEC IAPD

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Stephen Donald Kuhn

Other Offices

MML INVESTORS SERVICES, LLC · Ponte Vedra, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Ponte Vedra, FL
EDWARD JONES · Ponte Vedra, FL
AE WEALTH MANAGEMENT, LLC · Ponte Vedra, FL
J.P. MORGAN SECURITIES LLC · Ponte Vedra, FL
LPL FINANCIAL LLC · PONTE VEDRA BEACH, FL
LIGHTHOUSE RETIREMENT · PONTE VEDRA, FL
REDHAWK WEALTH ADVISORS, INC. · PONTE VERDA, FL

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