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.
James Kenneth Adams
- Direct business phone
- 717-346-6333reportedlighthousewealth.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Lighthouse Wealth Management, LLC independent RIA currentsince Sep 2, 2022 · Camp Hill, Pa
- Advisory Services Network independent RIANov 2, 2020 to Aug 25, 2022 · Atlanta, Ga
- Mighty Oak Strong America Investment Company independent RIAJun 23, 2016 to Nov 30, 2020 · Mechanicsburg, Pa
- Advisory Services Network to Lighthouse Wealth Management, LLCleft Aug 25, 2022, registered Sep 2, 2022 (8 days) · RIA to RIA
- Mighty Oak Strong America Investment Company to Advisory Services Networkleft Nov 30, 2020, registered Nov 2, 2020 (-28 days) · RIA to RIA
- James Kenneth Adams left Advisory Services Network for Lighthouse Wealth Management, Llc (registered 2022-09-02)Aug 25, 2022 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address