Financial advisor
J. Adam Kirby
Now at Gryphon Wealth · Gryphon Wealth · Jacksonville, FL
Registered as JOSEPH KIRBY
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Gryphon Wealth | Wells Fargo FiNet | Gryphon Wealth | Lateral | May 27, 2026 | $3.1B |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| GRYPHON WEALTH | Investment adviser | April 23, 2026 | Current |
| WELLS FARGO ADVISORS | Investment adviser | July 24, 2023 | April 29, 2026 |
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | Broker-dealer | July 24, 2023 | April 29, 2026 |
| WELLS FARGO CLEARING SERVICES, LLC | Investment adviser | October 24, 2011 | July 24, 2023 |
| WELLS FARGO CLEARING SERVICES, LLC | Broker-dealer | October 18, 2011 | July 24, 2023 |
| MORGAN KEEGAN & COMPANY, INC. | Investment adviser | March 6, 2007 | October 24, 2011 |
| MORGAN KEEGAN & COMPANY, INC. | Broker-dealer | February 13, 2007 | October 24, 2011 |
| AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC | Investment adviser | January 18, 2005 | February 20, 2007 |
| AMSOUTH INVESTMENT SERVICES, INC. | Broker-dealer | January 12, 2005 | February 13, 2007 |
| PRUDENTIAL FINANCIAL PLANNING SERVICES | Investment adviser | May 9, 2001 | January 19, 2005 |
| PRUCO SECURITIES, LLC. | Broker-dealer | May 9, 2001 | January 19, 2005 |
| THE HUNTINGTON INVESTMENT COMPANY | Broker-dealer | May 2, 2000 | May 10, 2001 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.