David James Adams
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- West Wealth Group, LLCJul 2025 to now
- UnemployedJan 2025 to Jul 2025
- Bank of America, N.A.Jun 2024 to Dec 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2024 to Dec 2024
- Citigroup BankOct 2022 to May 2024
- Darden Restaurants Inc.Jun 2022 to Oct 2022
- Arizona State UniversityJan 2021 to Aug 2023
- DoordashJun 2020 to Oct 2022
- Five Star Gym and FitnessSep 2019 to Mar 2020
- University of Santa CruzApr 2019 to Oct 2019
- Tortoise Rock CasinoOct 2018 to Apr 2019
- Flores Family ChildcareJan 2016 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
West Wealth Group, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7927312
- 316644