Adam Ryan Oates is an investment adviser representative (IAR) with state registration records since 2020, appearing at 4 firms. Currently registered with PEAK PLANNING GROUP, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PEAK PLANNING GROUP, LLC | 2026-03-10 | present | Yes |
| COMMONWEALTH EQUITY SERVICES, LLC | 2025-05-14 | 2025-08-25 | — |
| ARCHER INVESTMENT CORPORATION | 2021-08-31 | 2024-11-04 | — |
| EQUITABLE ADVISORS, LLC | 2020-03-16 | 2021-08-26 | — |