ADAM GREGORY YOFAN is an investment adviser representative (IAR) with state registration records since 2005, appearing at 4 firms. Currently registered with FOCUS PARTNERS WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| FOCUS PARTNERS WEALTH, LLC | 2024-07-01 | present | Yes |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 2019-03-12 | 2024-11-14 | — |
| ALPERN WEALTH MANAGEMENT, LLC | 2012-09-25 | 2019-02-19 | — |
| LPL FINANCIAL LLC | 2005-09-19 | 2013-03-27 | — |