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Municipal Securities Rulemaking Board

Adapt Wealth Advisors

Roth Conversions

We are affiliated with Adapt Wealth Advisors in Atlanta
We are licensed to sell Insurance Products in the following states:
North Carolina, South Carolina.
We are registered As a Registered Investment Advisor Representative in the following states:
Connecticut, Florida, Georgia, Illinois, Kentucky, Lousianna, Michigan, Missouri, New York, North Carolina, Ohio, Oregon Pennsylvania, South Carolina, Virginia and Texas.
IMPORTANT CONSUMER INFORMATION:

(1) This web site has been prepared solely for informational purposes. It is not an offer to buy or sell any security; nor is it a solicitation of an offer to buy or sell any security.

(2) Representatives of a broker-dealer or investment adviser may only conduct business in a state if the representatives and the broker-dealer or investment adviser they represent: (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licenser requirements.

(3) An investor may obtain information concerning a broker-dealer, an investment advisor, or a representative of a broker-dealer or an investment advisor, including their licenser status and disciplinary history, by contacting the investor's state securities law administrator.

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