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RIA / WealthAdvisor26 years in industry

GREGORY HAYWOOD ADAMS

Advisor at OPTIMIST CAPITAL

PALM BEACH GARDENS, FL

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Search this name across graphsid dfx:ria:0bb9924e-7f72-a555-7658-12e9cc1c9ae5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 14, 2003 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: OPTIMIST CAPITAL
Current firm class: former SEC adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 27, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Dec 27, 1999
First registration: Apr 14, 2003
Dual registered: no
IAPD individual key: 4091348

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
OPTIMIST CAPITAL	Former SEC adviser	Oct 17, 2018	n/a	yes	PALM BEACH GARDENS, FL	Current employment
AMERITAS ADVISORY SERVICES	Former SEC adviser	Aug 22, 2017	Oct 26, 2018	no	Palm Beach Gardens, FL\|Palm Beach Gardens, FL\|LINCOLN, NE\|Valdosta, GA	Previous registration
LOWRY CAPITAL MANAGEMENT CORPORATION	n/a	Apr 7, 2016	Mar 22, 2017	no	PALM BEACH GARDENS, FL	Previous registration
AMB WEALTH, LLC	Independent wealth	Oct 25, 2005	Aug 27, 2015	no	THOMASVILLE, GA	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Apr 14, 2003	Aug 17, 2005	no	THOMASVILLE, GA\|THOMASVILLE, GA	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
AMERITAS ADVISORY SERVICES	OPTIMIST CAPITAL	Oct 26, 2018	Oct 17, 2018	-9	Firm change	Ibd to RIA
LOWRY CAPITAL MANAGEMENT CORPORATION	AMERITAS ADVISORY SERVICES	Mar 22, 2017	Aug 22, 2017	153	Firm change	Other
AMB WEALTH, LLC	LOWRY CAPITAL MANAGEMENT CORPORATION	Aug 27, 2015	Apr 7, 2016	224	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES, INC.	AMB WEALTH, LLC	Aug 17, 2005	Oct 25, 2005	69	Firm change	Other

Relationships

Registered with (5)

→ OPTIMIST CAPITALRegistered adviserregistration: current employment
Oct 17, 2018 to presentfactForm ADV
→ AMERITAS ADVISORY SERVICESRegistered adviserregistration: previous registration
Aug 22, 2017 to Oct 26, 2018factForm ADV
→ LOWRY CAPITAL MANAGEMENT CORPORATIONRegistered adviserregistration: previous registration
Apr 7, 2016 to Mar 22, 2017factForm ADV
→ AMB WEALTH, LLCRegistered adviserregistration: previous registration
Oct 25, 2005 to Aug 27, 2015factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Apr 14, 2003 to Aug 17, 2005factForm ADV

Dated events

No dated event names this entity yet.