Adam J. Wright
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 Wright was a registered financial professional .
Adam is a previously registered financial professional and started their career in finance in 2001. Adam had worked at 2 firms and has passed the Series 65 and Series 62 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 11, 2020 - August 10, 2021
NORTH VALUE PARTNERS, LLC
May 4, 2018 - December 31, 2019
NORTH VALUE PARTNERS, LLC
August 27, 2001 - July 8, 2003
GOLDMAN SACHS & CO. LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 62
Date: 8/24/2001
Corporate Securities Limited Representative ExaminationCurrent Firm
NORTH VALUE PARTNERS, LLC
CRD#: 293725 / SEC#:
Contact information
Exempt reporting advisers
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| Minnesota | ERA - Withdrawn | 11/2/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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