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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-07-24 |
Branch Locations
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
350 Leavell Cir., Montgomery, AL 36117 • United States
350 Leavell Circle, Montgomery, AL 36117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-03-13 |
| AL | RA | APPROVED | 2016-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Montgomery | AL | 04/2007 | 07/2026 |
| Mcdonald Financial Services, Llc (Dba: Invista Advisors) | Montgomery | AL | 07/2016 | Present |
| Waverly Advisors, Llc | Birmingham | AL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-09-29 |
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