Zedonna M. Adam
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Zedonna Marie Adam, CFP®, who also goes by Donna Marie Adam, Zedonna Marie Adam, was a registered financial professional .
Zedonna is a previously registered financial professional and started their career in finance in 1982. Zedonna had worked at 20 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 22 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1987
Experience
October 2, 2020 - April 20, 2021
SUTTER CAPITAL PARTNERS, LLC
February 19, 2020 - September 17, 2020
FORTA FINANCIAL GROUP, INC.
January 13, 2017 - March 1, 2018
EDWARD JONES
January 9, 2017 - March 1, 2018
EDWARD JONES
July 8, 2015 - August 10, 2015
OSAIC FA, INC.
July 8, 2015 - August 10, 2015
OSAIC FA, INC.
April 7, 2015 - June 9, 2015
RWI WEALTH MANAGEMENT, LLC
April 7, 2015 - June 9, 2015
RELIANCE WORLDWIDE INVESTMENTS, LLC
September 25, 2012 - June 14, 2013
ONEAMERICA SECURITIES, INC.
September 25, 2012 - June 14, 2013
ONEAMERICA SECURITIES, INC.
September 21, 2010 - October 18, 2010
FIFTH THIRD SECURITIES, INC.
August 12, 2010 - October 18, 2010
FIFTH THIRD SECURITIES, INC.
March 24, 2004 - December 2, 2005
PRIVATE CONSULTING GROUP, INC.
March 24, 2004 - December 2, 2005
PRIVATE CONSULTING GROUP, INC.
January 2, 2003 - November 5, 2003
LOCKWOOD FINANCIAL SERVICES, INC.
January 2, 2003 - November 5, 2003
LOCKWOOD FINANCIAL SERVICES, INC.
January 1, 2002 - May 20, 2004
MY WEALTH ADVISOR, LLC
March 17, 1997 - October 25, 2001
CITIGROUP GLOBAL MARKETS INC.
November 19, 1993 - March 31, 1997
CROWELL, WEEDON & CO.
February 2, 1988 - December 1, 1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 1, 1987 - February 20, 1988
CHRISTOPHER WEIL & COMPANY, INC
May 29, 1985 - October 13, 1987
E. F. HUTTON & COMPANY INC
November 8, 1984 - March 13, 1985
VALUE EQUITIES CORPORATION
September 27, 1983 - February 25, 1985
INDEPENDENT FINANCIAL GROUP, LLC
August 4, 1983 - September 20, 1983
CETERA WEALTH SERVICES, LLC
September 9, 1982 - August 8, 1983
SOUTHMARK FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
SUTTER CAPITAL PARTNERS, LLC
CRD#: 288442 / SEC#:
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
