CORD ANTHONY ADAMS is an investment adviser representative (IAR) with state registration records since 2004, appearing at 6 firms. Currently registered with CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2025-12-11 | present | Yes |
| CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC | 2022-04-19 | 2026-01-13 | — |
| CAPITAL ONE INVESTING, INC. | 2020-01-08 | 2022-04-14 | — |
| SHAMROCK ASSET MANAGEMENT LLC | 2012-08-20 | 2019-12-31 | — |
| TOLLESON PRIVATE WEALTH MANAGEMENT, LLC | 2009-10-30 | 2010-09-29 | — |
| QUINTESSENCE GROUP, LTD. | 2004-05-13 | 2009-11-09 | — |