# Adam Ryan Oates

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PEAK PLANNING GROUP, LLC](https://search.stillhousedata.com/firm/289891) | 2026-03-10 | present | Yes |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | 2025-05-14 | 2025-08-25 | — |
| [ARCHER INVESTMENT CORPORATION](https://search.stillhousedata.com/firm/136403) | 2021-08-31 | 2024-11-04 | — |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 2020-03-16 | 2021-08-26 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/7191988)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/7191988.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.