ADAM BRECKENRIDGE BEARD is an investment adviser representative (IAR) with state registration records since 2013, appearing at 3 firms. Currently registered with IEQ CAPITAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| IEQ CAPITAL, LLC | 2023-05-11 | present | Yes |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 2018-05-21 | 2023-05-26 | — |
| LEUCADIA ASSET MANAGEMENT LLC | 2013-09-30 | 2018-05-18 | — |