DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Adam Paul Burnett
Feed of 09/14/2026
At current firm
3 y
since Jun 29, 2023
In the industry
29 y
since Jun 9, 1997 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Cetera Investment Advisers LLC BD affiliated currentsince Jun 29, 2023 · Knoxville, Tn
- Robert W. Baird & Co. Incorporated mixed wealthOct 18, 2019 to Nov 12, 2021 · Knoxville, Tn
- J.J.B. Hilliard, W.L. Lyons, LLC formerAug 21, 2018 to Oct 18, 2019 · Knoxville, Tn
- Truist Advisory Services, Inc. BD affiliatedAug 30, 2016 to Aug 21, 2018 · Knoxville, Tn
- Suntrust Investment Services, Inc. formerJul 7, 2011 to Dec 31, 2016 · Knoxville, Tn
- First Tennessee Advisory Services, Inc. formerMar 31, 2009 to Jul 1, 2011 · Memphis, Tn
- First Horizon Advisors, Inc formerMar 11, 2004 to Jul 1, 2011 · Knoxville, Tn
Moves
a registration end followed by a registration begin elsewhere
- Robert W. Baird & Co. Incorporated to Cetera Investment Advisers LLCleft Nov 12, 2021, registered Jun 29, 2023 (594 days) · RIA to affiliated broker-dealer or bank
- J.J.B. Hilliard, W.L. Lyons, LLC to Robert W. Baird & Co. Incorporatedleft Oct 18, 2019, registered Oct 18, 2019 (0 days) · corporate re-registration, not a move
- Truist Advisory Services, Inc. to J.J.B. Hilliard, W.L. Lyons, LLCleft Aug 21, 2018, registered Aug 21, 2018 (0 days) · Affiliated broker-dealer or bank to independent RIA
- Suntrust Investment Services, Inc. to Truist Advisory Services, Inc.left Dec 31, 2016, registered Aug 30, 2016 (-123 days) · corporate re-registration, not a move
- First Tennessee Advisory Services, Inc. to Suntrust Investment Services, Inc.left Jul 1, 2011, registered Jul 7, 2011 (6 days) · Other
- First Horizon Advisors, Inc to First Tennessee Advisory Services, Inc.left Jul 1, 2011, registered Mar 31, 2009 (-822 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address