Adam Beveridge is a registered investment advisor, based in Mansfield, OH, with 16 years of industry experience.
Location
111 Park Avenue East, Mansfield, OH, 44901
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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.
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Adam works as an advisory representative of a registered investment advisor (RIA) called CIRA. He dedicates nearly full-time hours to this role, with 120-160 hours per month spent trading.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
February 2023 - Present · 3 yrs 3 mos
Cambridge Investment Research, INC.Broker
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Invicta Capital LLCBroker
November 2018 - February 2023 · 4 yrs 3 mos
Invicta Advisors LLC
November 2018 - February 2023 · 4 yrs 3 mos
Trustmont Advisory Group, INC.
February 2018 - November 2018 · 9 mos
Trustmont Financial Group, INC.Broker
December 2016 - November 2018 · 1 yr 11 mos
Esb Wealth Management, LLC
April 2016 - December 2020 · 4 yrs 8 mos
Securities Service Network, INC.Broker
August 2014 - January 2015 · 5 mos
Esb Wealth Management, LLC
August 2014 - April 2016 · 1 yr 8 mos
Investment Advisors
September 2009 - August 2012 · 2 yrs 11 mos
Proequities, INC.Broker
June 2007 - August 2012 · 5 yrs 2 mos
State Registrations13 states
COFLIAIDILNCNMNYOHPAVTWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.