Gregory S. Adams
Professional summary
Gregory Scott Adams, who also goes by Greg Scott Adams, is a registered financial advisor currently at DOMINION WEALTH MANAGEMENT, LLC located in Wilmington, North Carolina.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Gregory has worked at 6 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Scott Adams's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 28, 2021 - Present
DOMINION WEALTH MANAGEMENT, LLC
Office #1: 4014 Oleander Dr. Suite 103, Wilmington, NC 28403September 30, 2020 - June 18, 2021
AVANTAX ADVISORY SERVICES
September 30, 2020 - June 17, 2021
AVANTAX INVESTMENT SERVICES, INC.
December 31, 2001 - March 28, 2006
TRUSTEE EMPOWERMENT & PROTECTION, INC.
August 31, 2001 - March 28, 2006
MUTUAL SERVICE CORPORATION
August 25, 1999 - August 31, 2001
FSC SECURITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/28/2021)
Exams
Series 7TO
Date: 9/30/2020
General Securities Representative ExaminationCurrent Firm
DOMINION WEALTH MANAGEMENT, LLC
CRD#: 315417 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 235 |
| AUM (Assets Under Management) | $ 59,973,738 |
Red Flags
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