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AR

Adolph Ringer

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CRD#: 2523291
AR

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.

Adolph Ringer, who also goes by Adi Ringer, was a registered financial professional .

Adolph is a previously registered financial professional and started their career in finance in 1994. Adolph had worked at 12 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Adi Ringer

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 31, 2017 - November 1, 2019

WEALTHSOURCE®

RIA
CRD#: 282202
ARROYO GRANDE, CA
Past

December 6, 2012 - February 28, 2017

QUESTAR ASSET MANAGEMENT, INC.

RIA
CRD#: 133358
SAN LUIS OBISPO, CA
Past

December 6, 2012 - February 28, 2017

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
SAN LUIS OBISPO, CA
Past

June 18, 2012 - December 18, 2012

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
SAN LUIS OBISPO, CA
Past

June 18, 2012 - December 18, 2012

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
SAN LUIS OBISPO, CA
Past

November 17, 2009 - June 27, 2012

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
SAN LUIS OBISPO, CA
Past

November 16, 2009 - June 27, 2012

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
SAN LUIS OBISPO, CA
Past

January 1, 2004 - November 18, 2009

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
GROVER BEACH, CA
Past

January 1, 2004 - November 18, 2009

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
GROVER BEACH, CA
Past

February 15, 2002 - January 1, 2004

LOCUST STREET SECURITIES, INC.

RIA
CRD#: 1703
ATASCADERO, CA
Past

July 22, 1999 - January 1, 2004

LOCUST STREET SECURITIES, INC.

BD
CRD#: 1703
DES MOINES, IA
Past

September 14, 1998 - November 9, 1998

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA
Past

July 17, 1996 - July 16, 1999

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

August 24, 1994 - January 29, 1996

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

August 24, 1994 - January 29, 1996

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/22/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


WE
WEALTHSOURCE®
AVANT-GARDE ADVISORS LLC | WEALTHSOURCE® PARTNERS, LLC | WEALTHSOURCE® PARTNERS | WEALTHSOURCE® | WEALTHSOURCE PARTNERS, LLC | VICTORY INDEPENDENT PLANNING, LLC | VELLUM FINANCIAL, LLC | LEGACY WEALTH ADVISORS | BARRETT PLANNING GROUP, INC.

CRD#: 282202 / SEC#: 801-107199

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Contact information


Main Address
735 Tank Farm Road Suite 240, San Luis Obispo, CA 93401
Mailing Address
Phone number
(805) 546-1000
Established
Firm type
Fiscal year end
# of Employees
50

Documents


Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - 20240330 (3/30/2024)

Regulatory assets under management


Total Number of Accounts6,245
AUM (Assets Under Management)$ 2,116,238,123

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.

Company Information


WEALTHSOURCE®

CRD#: 282202

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