ADAM ANTHONY WAITKEVICH is an investment adviser representative (IAR) with state registration records since 2007, appearing at 6 firms. Currently registered with CONCORD WEALTH PARTNERS.
| Firm | From | To | Current |
|---|---|---|---|
| CONCORD WEALTH PARTNERS | 2021-10-25 | present | Yes |
| COPPERTREE®, LLC | 2015-05-04 | 2021-12-31 | — |
| TRIAD ADVISORS LLC | 2011-08-19 | 2015-12-02 | — |
| SMITH WB FINANCIAL GROUP | 2010-11-01 | 2011-08-19 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2010-02-19 | — |
| MORGAN STANLEY & CO. LLC | 2007-10-05 | 2009-06-01 | — |