Investment adviser representative · Bmss Wesson Wealth Solutions
Kaylan B. Adams
CRD 8173671 · Huntsville, AL
At a glance
Kaylan B. Adams is an investment adviser representative with Bmss Wesson Wealth Solutions in Huntsville, AL, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firm
- Bmss Wesson Wealth SolutionsSince August 2026Huntsville, AL · $704M in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Kaylan’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.