# Adam Colin DeSimone

Adam Colin DeSimone is an investment adviser representative (IAR) with state registration records since 2008, appearing at 6 firms. Currently registered with PINNACLE INVESTMENTS, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PINNACLE INVESTMENTS, LLC](https://search.stillhousedata.com/firm/142910) | 2022-04-07 | present | Yes |
| [VALIC FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/42803) | 2019-02-21 | 2022-04-06 | — |
| [IPI WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/111872) | 2011-11-03 | 2013-02-27 | — |
| [BLACKROCK FINANCIAL MANAGEMENT, INC](https://search.stillhousedata.com/firm/107105) | 2011-06-28 | 2011-11-04 | — |
| [HENNION & WALSH ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/126236) | 2010-01-13 | 2011-06-22 | — |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2008-01-18 | 2008-05-05 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5048830)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5048830.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.