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3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-07 |
| AL | RA | APPROVED | 2018-08-03 |
Branch Locations
3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Birmingham | AL | 01/2015 | 08/2017 |
| Pnc Bank | Birmingham | AL | 01/2015 | 08/2017 |
| Oneascent Financial Services Llc | Birmingham | AL | 08/2017 | 07/2018 |
| Bmss Wesson Wealth Solutions, Llc | Birmingham | AL | 08/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-03 |
| S65 | Uniform Investment Adviser Law Examination | 1999-10-19 |
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