Adam M. Porcelan
Professional summary
Adam Mark Porcelan, who also goes by Porcelan Adam, is a registered financial professional currently at WEILD & CO. located in Mill Valley, California.
Adam is registered as a RR (Registered Representative) and started their career in finance in 2014. Adam has worked at 5 firms and has passed the Series 63, Series 82TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Adam Mark Porcelan's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 29, 2018 - Present
WEILD & CO.
Office #1: 30 Sunnyside Ave, Mill Valley, CA 94941September 15, 2017 - August 29, 2018
FINANCIAL WEST GROUP
March 11, 2016 - September 18, 2017
INTE SECURITIES LLC
December 11, 2015 - February 19, 2016
MERRIMAN CAPITAL, INC.
July 29, 2014 - December 9, 2015
FINANCIAL WEST GROUP
February 10, 2014 - August 5, 2014
PAULSON INVESTMENT COMPANY LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/29/2018)
(8/29/2018)
(1/15/2025)
(8/29/2018)
(8/29/2018)
Exams
Series 82TO
Date: 1/2/2023
Limited Representative-Private Securities OfferingsFINRA
Current Firm
WEILD & CO.
CRD#: 132398 / SEC#: , 8-66593
Contact information
FINRA licenses (52 States and Territories)
Red Flags
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Company Information
WEILD & CO.
CRD#: 132398Mill Valley, CA 94941TRUST BUT VERIFY
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