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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

ADAM ALDEN CHESHIRE

Advisor at WELLS FARGO ADVISORS

RALEIGH, NC

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Search this name across graphsid dfx:ria:018f3b1c-1f9f-41ae-d11f-3ec1eee38fbf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Jul 29, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WELLS FARGO ADVISORS
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 30, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Mar 30, 2013
First registration: Jul 29, 2016
Dual registered: yes, broker-dealer
Other names: ADAM CHESHIRE|ADAM A CHESHIRE|ADAM CHESHIRE
IAPD individual key: 6055022

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WELLS FARGO ADVISORS	Wirehouse	Jul 8, 2026	n/a	yes	RALEIGH, NC	Current employment
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Feb 6, 2024	Mar 20, 2026	no	RALEIGH, NC	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Feb 13, 2023	Jan 29, 2024	no	RALEIGH, NC\|RALEIGH, NC	Previous registration
MORGAN STANLEY	Wirehouse	Dec 27, 2018	Dec 13, 2022	no	Raleigh, NC	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 29, 2016	Dec 13, 2018	no	MOORESVILLE, NC\|CHARLOTTE, NC\|MOORESVILLE, NC\|RALEIGH, NC\|RALEIGH, NC\|RALEIGH, NC\|RALEIGH, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CETERA INVESTMENT ADVISERS LLC	WELLS FARGO ADVISORS	Mar 20, 2026	Jul 8, 2026	110	Firm change	Ibd to wirehouse
CUSO FINANCIAL SERVICES, L.P.	CETERA INVESTMENT ADVISERS LLC	Jan 29, 2024	Feb 6, 2024	8	Firm change	Ibd to ibd
MORGAN STANLEY	CUSO FINANCIAL SERVICES, L.P.	Dec 13, 2022	Feb 13, 2023	62	Firm change	Wirehouse to ibd
WELLS FARGO ADVISORS	MORGAN STANLEY	Dec 13, 2018	Dec 27, 2018	14	Firm change	Wirehouse to wirehouse

Relationships

Registered with (4)

→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 29, 2016 to Dec 13, 2018factForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Feb 6, 2024 to Mar 20, 2026factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Feb 13, 2023 to Jan 29, 2024factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Dec 27, 2018 to Dec 13, 2022factForm ADV

Dated events

Occurred
Mar 20, 2026
Advisor changed firm
Adam Alden Cheshire left Cetera Investment Advisers Llc for Wells Fargo Advisors (registered 2026-07-08)
Form ADVobserved 4 days ago
Occurred
Jan 29, 2024
Advisor changed firm
Adam Alden Cheshire left Cuso Financial Services, L.P. for Cetera Investment Advisers Llc (registered 2024-02-06)
Form ADVobserved 4 days ago
Occurred
Dec 13, 2022
Advisor changed firm
Adam Alden Cheshire left Morgan Stanley for Cuso Financial Services, L.P. (registered 2023-02-13)
Form ADVobserved 4 days ago