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Michael B. Adams

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CRD#: 2855810
MA

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.

Michael Bonnington Adams was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1997. Michael had worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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

October 26, 2015 - September 15, 2016

VESTORY, LLC

RIA
CRD#: 151858
Portland, OR
Past

January 3, 2011 - November 19, 2014

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
PORTLAND, OR
Past

January 3, 2011 - November 19, 2014

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
PORTLAND, OR
Past

December 17, 2004 - January 3, 2011

VOYA FINANCIAL PARTNERS, LLC

RIA
CRD#: 34815
PORTLAND, OR
Past

December 17, 2004 - January 3, 2011

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
PORTLAND, OR
Past

April 10, 2003 - December 31, 2004

KMS FINANCIAL SERVICES, INC.

RIA
CRD#: 3866
WEST LINN, OR
Past

December 17, 2002 - December 31, 2004

KMS FINANCIAL SERVICES, INC.

BD
CRD#: 3866
SEATTLE, WA
Past

June 23, 2000 - December 20, 2002

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

June 23, 2000 - December 20, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

April 28, 1999 - June 9, 2000

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
SAINT PAUL, MN
Past

March 31, 1997 - February 22, 1999

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

March 31, 1997 - February 22, 1999

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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
IAR
Series 66
Date: 3/28/2003
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/4/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/19/2014
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/29/1997
General Securities Representative Examination

Current Firm

VL
VESTORY, LLC
VESTARTER | VESTORY, LLC | VESTORY, INC. | VESTORY INVESTMENT ADVISORY GROUP

CRD#: 151858 / SEC#: 801-96174

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Contact information

Main Address
2821 Northup Way Suite 150, Bellevue, WA 98004
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

Part 2 Brochures

VESTORY_ADV_PART 2A (6/30/2020)

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

VESTORY, LLC

CRD#: 151858

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