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RIA / WealthAdvisor29 years in industry

Brian Edward Adams

Advisor at MONEY CONCEPTS ADVISORY SERVICE

PALM BEACH GARDENS, FL | Powder Springs, GA

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Search this name across graphsid dfx:ria:89503d49-4fc7-0d1f-bdf8-c11b03b28b68

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Mar 18, 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: MONEY CONCEPTS ADVISORY SERVICE
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 21, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63
First exam: Mar 21, 1997
First registration: Mar 18, 2003
Dual registered: no
Other names: BRIAN ADAMS
IAPD individual key: 2849485

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
MONEY CONCEPTS ADVISORY SERVICE	Bd affiliated wealth	Oct 15, 2019	n/a	yes	Powder Springs, GA\|PALM BEACH GARDENS, FL	Current employment
REDHAWK WEALTH ADVISORS, INC.	Independent wealth	Oct 14, 2014	May 4, 2016	no	MARIETTA, GA	Previous registration
MASTERPLAN RETIREMENT CONSULTANTS	State registered	Sep 17, 2014	Sep 6, 2019	no	MARIETTA, GA	Previous registration
INVEST FINANCIAL CORPORATION	Former SEC adviser	Jul 27, 2009	Sep 15, 2014	no	CANTON, GA\|POWDER SPRINGS, GA\|MARIETTA, GA\|HIRAM, GA\|POWDER SPRINGS, GA\|APPLETON, WI\|MARIETTA, GA\|CANTON, GA\|DOUGLASVILLE, GA\|VILLA RICA, GA\|CARROLLTON, GA	Previous registration
FIRST LEGACY SECURITIES, LLC	n/a	Aug 15, 2007	Jul 23, 2009	no	MARIETTA, GA\|BLAIRSVILLE, GA\|MARIETTA, GA	Previous registration
CROW FINANCIAL ADVISORS	Former SEC adviser	Mar 17, 2005	Aug 10, 2007	no	MARIETTA, GA	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Mar 18, 2003	Aug 23, 2004	no	MARIETTA, 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
MASTERPLAN RETIREMENT CONSULTANTS	REDHAWK WEALTH ADVISORS, INC.	Sep 6, 2019	Oct 14, 2014	-1,788	Firm change after gap	Other
REDHAWK WEALTH ADVISORS, INC.	MONEY CONCEPTS ADVISORY SERVICE	May 4, 2016	Oct 15, 2019	1,259	Firm change after gap	Other
INVEST FINANCIAL CORPORATION	MASTERPLAN RETIREMENT CONSULTANTS	Sep 15, 2014	Sep 17, 2014	2	Firm change	Other
FIRST LEGACY SECURITIES, LLC	INVEST FINANCIAL CORPORATION	Jul 23, 2009	Jul 27, 2009	4	Firm change	Other
CROW FINANCIAL ADVISORS	FIRST LEGACY SECURITIES, LLC	Aug 10, 2007	Aug 15, 2007	5	Firm change	Other
A. G. EDWARDS & SONS, INC.	CROW FINANCIAL ADVISORS	Aug 23, 2004	Mar 17, 2005	206	Firm change	Other

Relationships

Registered with (7)

→ MONEY CONCEPTS ADVISORY SERVICERegistered adviserregistration: current employment
Oct 15, 2019 to presentfactForm ADV
→ MASTERPLAN RETIREMENT CONSULTANTSRegistered adviserregistration: previous registration
Sep 17, 2014 to Sep 6, 2019factForm ADV
→ REDHAWK WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Oct 14, 2014 to May 4, 2016factForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Jul 27, 2009 to Sep 15, 2014factForm ADV
→ FIRST LEGACY SECURITIES, LLCRegistered adviserregistration: previous registration
Aug 15, 2007 to Jul 23, 2009factForm ADV
→ CROW FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Mar 17, 2005 to Aug 10, 2007factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Mar 18, 2003 to Aug 23, 2004factForm ADV

Dated events

No dated event names this entity yet.