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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-06-22 |
Branch Locations
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Helena, AL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Vestavia Hls | AL | 11/2012 | 09/2023 |
| Securities America Advisors, Inc | Vestavia Hls | AL | 11/2012 | 09/2023 |
| Kestra Investment Services, Llc | Vestavia Hills | AL | 09/2023 | 09/2025 |
| Kestra Advisory Services, Llc | Vastavia Hills | AL | 09/2023 | 09/2025 |
| Oneseven | Beachwood | OH | 03/2026 | Present |
| Unemployed | Helena | AL | 09/2025 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-05-25 |
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