Adam J. Lunardini
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.
Adam John Lunardini, who also goes by Adam John Lundarini, was a registered financial professional .
Adam is a previously registered financial professional and started their career in finance in 1998. Adam had worked at 5 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 21, 2018 - August 25, 2020
CLARENDON INSURANCE AGENCY, INC.
December 1, 2003 - June 14, 2005
CLARENDON INSURANCE AGENCY, INC.
July 30, 2002 - January 27, 2009
SUN LIFE FINANCIAL DISTRIBUTORS, INC.
October 5, 1999 - December 1, 2003
KEYPORT FINANCIAL SERVICES CORP.
January 1, 1999 - November 23, 1999
GPC SECURITIES, INC.
August 10, 1998 - January 1, 1999
INVESCO DISTRIBUTORS, 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
CLARENDON INSURANCE AGENCY, INC.
CRD#: 7395 / SEC#: , 8-21590
Contact information
FINRA licenses (50 States and Territories)
Documents
Direct owners and executive officers
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.
