Bruce D. Bischoff
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.
Bruce Dean Bischoff, who also goes by Bruce D Bischoff, was a registered financial professional .
Bruce is a previously registered financial professional and started their career in finance in 2013. Bruce had worked at 5 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 1, 2025 - April 1, 2026
ADAMS WEALTH ADVISORS
February 24, 2025 - April 1, 2026
CACHETECH
January 17, 2023 - May 31, 2024
ORION PORTFOLIO SOLUTIONS, LLC
May 25, 2022 - May 31, 2024
BRINKER CAPITAL SECURITIES, LLC
January 27, 2020 - January 6, 2023
ORION PORTFOLIO SOLUTIONS, LLC
November 15, 2013 - December 31, 2019
ORION PORTFOLIO SOLUTIONS, LLC
Primary Firm SEC Registration
ADAMS WEALTH ADVISORS
CRD#: 286087 / SEC#: 801-110862
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
Series 7TO
Date: 5/25/2022
General Securities Representative ExaminationCurrent Firm
ADAMS WEALTH ADVISORS
CRD#: 286087 / SEC#: 801-110862
Contact information
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 717 |
| AUM (Assets Under Management) | $ 709,063,569 |
Red Flags
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