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RIA / WealthAdvisorCertified Financial Planner16 years in industry

ADAM MICHAEL NEWMAN

Advisor at THE BURNEY COMPANY

Brentwood, TN

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Search this name across graphsid dfx:ria:9b19a71c-1a5b-175f-480f-9ab51af533ef

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Apr 29, 2010 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: THE BURNEY COMPANY
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: Apr 20, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Apr 20, 2010
First registration: Apr 29, 2010
Dual registered: no
IAPD individual key: 5785551

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
THE BURNEY COMPANY	Independent wealth	Dec 8, 2025	n/a	yes	Brentwood, TN	Current employment
BRAGG FINANCIAL ADVISORS INC	Independent wealth	Dec 11, 2022	Jan 18, 2023	no	CHARLOTTE, NC	Previous registration
THE BURNEY COMPANY	Independent wealth	Apr 10, 2017	Dec 1, 2022	no	RESTON, VA\|Nashville, TN\|Nashville, TN	Previous registration
SFG INVESTMENT ADVISORS, INC.	Former SEC adviser	Aug 31, 2012	Apr 3, 2017	no	DOYLESTOWN, PA	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Jan 10, 2011	Apr 26, 2011	no	NEWTOWN, PA	Previous registration
ROCKWOOD WEALTH MANAGEMENT, LLC	Independent wealth	Apr 29, 2010	Aug 30, 2010	no	n/a	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
BRAGG FINANCIAL ADVISORS INC	THE BURNEY COMPANY	Jan 18, 2023	Dec 8, 2025	1,055	Firm change after gap	RIA to RIA
THE BURNEY COMPANY	BRAGG FINANCIAL ADVISORS INC	Dec 1, 2022	Dec 11, 2022	10	Firm change	RIA to RIA
SFG INVESTMENT ADVISORS, INC.	THE BURNEY COMPANY	Apr 3, 2017	Apr 10, 2017	7	Firm change	Other
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	SFG INVESTMENT ADVISORS, INC.	Apr 26, 2011	Aug 31, 2012	493	Firm change after gap	Other
ROCKWOOD WEALTH MANAGEMENT, LLC	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Aug 30, 2010	Jan 10, 2011	133	Firm change	Other

Relationships

Registered with (5)

→ THE BURNEY COMPANYRegistered adviserregistration: previous registration
Apr 10, 2017 to Dec 1, 2022factForm ADV
→ BRAGG FINANCIAL ADVISORS INCRegistered adviserregistration: previous registration
Dec 11, 2022 to Jan 18, 2023factForm ADV
→ SFG INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
Aug 31, 2012 to Apr 3, 2017factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Jan 10, 2011 to Apr 26, 2011factForm ADV
→ ROCKWOOD WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 29, 2010 to Aug 30, 2010factForm ADV

Dated events

Occurred
Jan 18, 2023
Advisor changed firm
Adam Michael Newman left Bragg Financial Advisors Inc for The Burney Company (registered 2025-12-08)
Form ADVobserved 5 days ago
Occurred
Dec 1, 2022
Advisor changed firm
Adam Michael Newman left The Burney Company for Bragg Financial Advisors Inc (registered 2022-12-11)
Form ADVobserved 5 days ago