Adam Simon is a registered investment advisor, based in Sandy Springs, GA, with 27 years of industry experience.
Location
7840 Roswell Road, Suite #415, Sandy Springs, GA, 30350
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Pacific Point Securities, LLCBroker
August 2025 - Present · 8 mos
Centaurus Financial, INC.
February 2016 - Present · 10 yrs 2 mos
Centaurus Financial, INC.Broker
February 2016 - Present · 10 yrs 2 mos
Previous Registrations
J P Turner & Company Capital Management, LLC
May 2007 - December 2015 · 8 yrs 7 mos
J.P. Turner & Company, L.L.C.Broker
February 2005 - December 2015 · 10 yrs 10 mos
Lh Ross & Company, INC.Broker
July 2000 - January 2005 · 4 yrs 6 mos
Biltmore Securities, INC.Broker
February 1998 - August 1998 · 6 mos
Dean Witter Reynolds INC.Broker
January 1998 - February 1998 · 1 mo
Biltmore Securities, INCBroker
December 1996 - January 1998 · 1 yr 1 mo
State Registrations2 states
CAGA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.