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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

Adam Kwiecinski

Advisor at EDWARD JONES

TRUCKEE, CA

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Search this name across graphsid dfx:ria:0d02ad52-7e33-cd2a-9555-6bfc4c56005f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 27, 2011 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: EDWARD JONES
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 25, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Jul 25, 2011
First registration: Jul 27, 2011
Dual registered: yes, broker-dealer
Other names: ADAM TYLER KWIECINSKI|ADAM KWIECINSKI
IAPD individual key: 5774600

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
EDWARD JONES	National bd RIA	Jul 6, 2022	n/a	yes	TRUCKEE, CA	Current employment
MORGAN STANLEY	Wirehouse	Mar 20, 2014	Sep 20, 2016	no	Cincinnati, OH\|Cincinnati, OH	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Aug 17, 2012	Jan 6, 2014	no	CINCINNATI, OH	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 27, 2011	Aug 21, 2012	no	CINCINNATI, OH\|CINCINNATI, OH	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
MORGAN STANLEY	EDWARD JONES	Sep 20, 2016	Jul 6, 2022	2,115	Firm change after gap	Wirehouse to ibd
UBS FINANCIAL SERVICES INC.	MORGAN STANLEY	Jan 6, 2014	Mar 20, 2014	73	Firm change	Wirehouse to wirehouse
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	UBS FINANCIAL SERVICES INC.	Aug 21, 2012	Aug 17, 2012	-4	Firm change	Wirehouse to wirehouse

Relationships

Registered with (4)

→ EDWARD JONESRegistered adviserregistration: current employment
Jul 6, 2022 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Mar 20, 2014 to Sep 20, 2016factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Aug 17, 2012 to Jan 6, 2014factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 27, 2011 to Aug 21, 2012factForm ADV

Dated events

No dated event names this entity yet.