Patrick D. Adams

TERRA WEALTH

MURFREESBORO, TN

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CRD#: 7537603

Professional summary

Patrick D Adams, who also goes by Patrick Dean Adams, is a registered financial advisor currently at TERRA WEALTH located in Murfreesboro, Tennessee.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Patrick has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patrick Dean Adams

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Insurance Sales; Same Address; Investment Related; Appx. 10% of time during the month. 2) PixelFLEX, LLC, Non-Investment Related, 700 Cowan Street, , Nashville, TN. 37207, Direct View LED Manufacturing, Sales Engineer, 04/2023, Appx. 110 Hrs/Mnth, Confirms technical specifications for sales quotes.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick D Adams's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 2, 2023 - Present

TERRA WEALTH

RIA

CRD#: 320643

MURFREESBORO, TN

Past

May 20, 2022 - November 21, 2022

PFS INVESTMENTS INC.

CRD#: 10111

SMYRNA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TERRA WEALTH

MULTI FAMILY OFFICE WEALTH SOLUTIONS, LLC | TERRA WEALTH MANAGEMENT, LLC | TERRA WEALTH

CRD#: 320643 / SEC#: 801-125822

RIA

Registered Investment Advisory firm - (6/3/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(3/2/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/7/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/1/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 5/20/2022

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 3/25/2022

Securities Industry Essentials Examination

Current Firm

TERRA WEALTH

MULTI FAMILY OFFICE WEALTH SOLUTIONS, LLC | TERRA WEALTH MANAGEMENT, LLC | TERRA WEALTH

CRD#: 320643 / SEC#: 801-125822

RIA

Registered Investment Advisory firm - (6/3/2022 Approved)

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Contact information

Main Address

400 West English Road Ste 215, High Point, NC 27262

Mailing Address

Phone number

(305) 928-3772

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TERRA WEALTH MANAGEMENT LLC (3/24/2025)

Regulatory assets under management

Total Number of Accounts	2,917
AUM (Assets Under Management)	$ 399,431,686

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.

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Patrick D. Adams

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick D Adams's CRS (Customer Relationship Summary).

Certified licenses

Experience

TERRA WEALTH

PFS INVESTMENTS INC.

Primary Firm SEC Registration

TERRA WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 11/7/2022

Series 63

Date: 7/1/2022

Series 6TO

Date: 5/20/2022

SIE

Date: 3/25/2022

Current Firm

TERRA WEALTH

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TERRA WEALTH

TRUST BUT VERIFY

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