# Adam Jeffrey Warren

Adam Jeffrey Warren is an investment adviser representative (IAR) with state registration records since 2021, appearing at 3 firms. Currently registered with COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC](https://search.stillhousedata.com/firm/132562) | 2025-12-08 | present | Yes |
| [DESTINY CAPITAL CORPORATION](https://search.stillhousedata.com/firm/111196) | 2022-10-27 | 2026-01-29 | — |
| [BRIAUD FINANCIAL PLANNING INC](https://search.stillhousedata.com/firm/105638) | 2021-11-09 | 2022-09-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/7451339)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/7451339.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.