ADRIAN EDWARD RAMIREZ is an investment adviser representative (IAR) with state registration records since 2014, appearing at 5 firms. Currently registered with MONARCH PLAN ADVISORS, 3(38) INVESTMENT FIDUCIARIES INC..
| Firm | From | To | Current |
|---|---|---|---|
| 3(38) INVESTMENT FIDUCIARIES INC. | 2024-05-22 | present | Yes |
| MONARCH PLAN ADVISORS | 2024-05-22 | present | Yes |
| SWBC INVESTMENT ADVISORY SERVICES LLC | 2021-07-09 | 2026-03-19 | — |
| PRECISION FIDUCIARY PARTNERS, LLC | 2017-09-01 | 2021-05-17 | — |
| FROST INVESTMENT ADVISORS, LLC | 2014-03-24 | 2017-08-14 | — |