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2564 18Th Street South, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-06-30 |
Branch Locations
1800 International Park Drive Suite 10, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 10/2015 | 06/2026 |
| Ac Financial Partners | Birmingham | AL | 06/2015 | Present |
| Walton Financial | Birmingham | AL | 06/2026 | Present |
1. AC Financial Partners, LLC insurance agent selling fixed insurance products, spends less than 5% of time during market hours, conducted at branch, investment related. 2. AC Financial Partners, owner of private entity setup as operating company for securities and investment advisory business, spends 100% of time during market hours, conducted at branch, investment related. 3. Mutual Savings Credit Union, Secretary of the Board of Directors, spends less than 1% of time during market hours, not conducted at branch, investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-25 |
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