Adam Sokolic appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Adam Sokolic appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-01-07 | Form ADV | GLOBAL RETIREMENT PARTNERS LLC | VICE PRESIDENT | SAN RAFAEL, CA |
| 2025-10-29 | Form ADV | HUB INVESTMENT PARTNERS, LLC | DIRECTOR | AUSTIN, TX |
| — | Form ADV | BLUESPRING WEALTH MANAGEMENT, LLC | CHIEF OPERATIONS OFFICER | AUSTIN, TX |
| 2025-03-27 | Form ADV | HUB INVESTMENT ADVISORS, INC | VICE PRESIDENT | OMAHA, NE |
| 2025-03-24 | Form ADV | TAYLOR ADVISORS, INC. | DIRECTOR | LOUISVILLE, KY |