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.

Current firm

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

8

Exams

S66|S63

First exam

Nov 1, 2017

First registration

Sep 25, 2020

Dual registered

yes, broker-dealer

Other names

Will M Adamson

IAPD individual key

6631991

• Occurred

  Feb 6, 2024
  Advisor changed firm

  William M Adamson left Merrill Lynch, Pierce, Fenner & Smith Incorporated for The Oak Ridge Financial Services Group, Inc (registered 2024-02-02)

  Form ADVobserved 6 days ago
• Occurred

  Oct 5, 2022
  Advisor changed firm

  William M Adamson left Rbc Capital Markets, Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2023-01-24)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:46701559-9448-38af-2189-bbd7373a6548

First observed

Sep 25, 2020

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.