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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2020-07-31 |
| TX | RA | APPROVED | 2020-07-31 |
Branch Locations
2660 Eastchase Ln Ste 301, Montgomery, AL 36117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Montgomey | AL | 08/2009 | 05/2019 |
| Bank Of America,Na | Montgomery | AL | 11/2009 | 05/2019 |
| Ameriprise Financial Services, Inc. | Montgomery | AL | 05/2019 | 07/2020 |
| Wells Fargo Clearing Services, Llc | Montgomery | AL | 07/2020 | Present |
RENTAL PROPERTY, INVT RELATED, PRATTVILLE, AL, 100% OWNERSHIP, START DATE 4/6/2022, 2 HRS PER MONTH, 0 HRS DURING TRADING, MANAGE TENANTS, COLLECT RENT, PAY MORTGAGE AND REPAIRS. EXECUTOR FOR ESTATE OF MOTHER; INV RELATED; HUNTSVILLE, AL; MOTHERS ESTATE; EXECUTOR/CO-EXECUTOR/PERSONAL REPRESENTATIVE; START DATE: 11/03/2025; 2 HRS PER MONTH; 2 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-06 |
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