# ADAM ANTHONY WAITKEVICH

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CONCORD WEALTH PARTNERS](https://search.stillhousedata.com/firm/118643) | 2021-10-25 | present | Yes |
| [COPPERTREE®, LLC](https://search.stillhousedata.com/firm/175222) | 2015-05-04 | 2021-12-31 | — |
| [TRIAD ADVISORS LLC](https://search.stillhousedata.com/firm/25803) | 2011-08-19 | 2015-12-02 | — |
| [SMITH WB FINANCIAL GROUP](https://search.stillhousedata.com/firm/107543) | 2010-11-01 | 2011-08-19 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2009-06-01 | 2010-02-19 | — |
| [MORGAN STANLEY & CO. LLC](https://search.stillhousedata.com/firm/8209) | 2007-10-05 | 2009-06-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4735172)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4735172.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.