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5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-06-16 |
Branch Locations
2290 Lucien Way Suite 205, Maitland, FL 32751 • United States
10 Bellegrass Blvd, Hattiesburg, MS 39402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| AL | RA | APPROVED | 2023-02-18 |
Branch Locations
10 Bellegrass Blvd, Hattiesburg, MS 39402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Helena | AL | 12/2008 | 03/2017 |
| Oneamerica Securities | Helena | AL | 01/2009 | 03/2017 |
| Lpl Financial Llc | Birmingham | AL | 03/2017 | 05/2019 |
| Principal Life Insurance Company | Birmingham | AL | 05/2019 | 07/2020 |
| Principal Securities Registration | Birmingham | AL | 05/2019 | 07/2020 |
| Aspis Advisors | Birmingham | AL | 06/2019 | 07/2020 |
| Erisa Specialists/Benefit Professionals | Albertville | AL | 09/2014 | 04/2019 |
| Country Insurance Affiliates | Birmingham | AL | 07/2020 | 02/2022 |
| Country Trust Bank | Birmingham | AL | 12/2020 | 02/2022 |
| Country Capital Management Company | Birmingham | AL | 12/2020 | 02/2022 |
| Nexadvisors, Llc | Dallas | TX | 10/2022 | 02/2023 |
| Wealth Prime | Hoover | AL | 03/2022 | 10/2022 |
| Newsong Capital Manacement, Inc. | Hattiesburg | MS | 02/2023 | 05/2025 |
| Cbiz | Maitland | FL | 06/2026 | Present |
| Unemployed | Hoover | AL | 05/2025 | 06/2026 |
Jan 2022 Plutonomic Concepts LLC; owner. 5-10 hours per month; general business consulting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-17 |
| S66 | Uniform Combined State Law Examination | 2001-10-29 |
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