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

JOEL ADAMS AND ASSOCIATES 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

Jul 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

Exams

S66

First exam

Sep 26, 2014

First registration

Oct 8, 2014

Dual registered

no

IAPD individual key

6379479

• Occurred

  Jul 14, 2022
  Advisor changed firm

  Bray Creech left Raymond James Financial Services Advisors, Inc for Joel Adams And Associates Inc. (registered 2022-07-07)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:aa9a6b79-c5d5-f682-e84a-13b20ea8c8f9

First observed

Oct 8, 2014

Last observed

Sep 14, 2026 6 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.