# LOWELL JAMES ADRIAN

LOWELL JAMES ADRIAN is an investment adviser representative (IAR) with state registration records since 1999, appearing at 4 firms. Currently registered with GENEOS WEALTH MANAGEMENT, INC..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [G5 FINANCIAL GROUP RIA, LLC](https://search.stillhousedata.com/firm/157344) | 2011-05-19 | 2017-12-31 | — |
| [GENEOS WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/120894) | 2008-05-27 | present | Yes |
| [FINANCIAL DESIGN & MANAGEMENT, INC.](https://search.stillhousedata.com/firm/113387) | 2008-04-17 | 2011-07-28 | — |
| [ADRIAN & ASSOCIATES INC](https://search.stillhousedata.com/firm/107307) | 1999-01-01 | 2014-04-28 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1223476)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1223476.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.