Adam Bloomberg is a registered investment advisor, based in Mt. Pleasant, SC, with 11 years of industry experience.
Location
235 Magrath Darby Blvd, Ste 330, Mt. Pleasant, SC, 29464
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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
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 2 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 2 mos
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 2 mos
Previous Registrations
Bb&t Securities, LLCBroker
March 2017 - February 2021 · 3 yrs 11 mos
Bb&t Securities, LLC
March 2017 - February 2021 · 3 yrs 11 mos
Principal Securities, INC.
January 2016 - March 2017 · 1 yr 2 mos
Principal Securities, INC.Broker
January 2016 - March 2017 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2014 - December 2015 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2014 - December 2015 · 1 yr 4 mos
State Registrations24 states
ALARCACOCTFLGAILKYMAMDMOMSNCNJOHORPASCTNTXUTVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.