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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-27 |
| AL | RA | APPROVED | 2022-11-10 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Decatur | AL | 06/2009 | 02/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 02/2019 |
| Wells Fargo Clearing Services, Llc | Huntsville | AL | 02/2019 | 11/2022 |
| Wells Fargo Advisors Financial Network, Llc | Decatur | AL | 11/2022 | Present |
OLD ICE HOUSE LLC, INV RELATED, DECATUR, AL, 45% OWNERSHIP, START 4/2/2018, 4 HOURS PER MONTH, ZERO DURING TRADING, HOLDS COMMERCIAL RENTAL PROPERTY.; CATCH ME IF YOU CAN FISHING CHARTER LLC, NOT INV RELATED, ATHENS, AL, 100% OWNERSHIP, START 7/1/2020, 1 HOUR PER MONTH, ZERO DURING TRADING, FISHING CHARTER BUSINESS.; V & J CONSTRUCTION AND DEVELOPMENT LLC, INV RELATED, SANTA ROSA BEACH, FL, 50% OWNERHSIP, START 7/1/2020, 1 HOUR PER MONTH, ZERO DURING TRADING, CAPITAL INVESTOR IN RESIDENTIAL AND COMMERCIAL INVESTMENT PROPERTY.; EGJ WEALTH MANAGEMENT, INC; INV. RELATED; BREMEN,AL; 100% OWNERSHIP; START DATE 11/10/2022; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; FINET PRACTICE.; CMIYC, LLC; NOT INV. RELATED; DECATUR,AL; 20% OWNERSHIP; START DATE 03/01/2021; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; HOLDS COMMERCIAL BUILDING.; RENTAL PROPERTY; INV. RELATED; DECATUR,AL; 50% OWNERSHIP; START DATE 01/01/2018; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 0; CO-OWNER.; RWM OPERATING ENTITY, LLC, INV RELATED, DECATUR, AL, 33.4% OWNERSHIP, START: 7/1/2024, 1 HOUR A MONTH, 0 HOURS DURING TRADING, FINET PRACTICE LLC.; RIVERFRONT OVERRIDE PARTNERS, LLC, INV RELATED, DECATUR, AL, 24% OWNERSHIP, START: 7/1/2024, 1 HOUR A MONTH, 0 HOURS DURING TRADING. MERCHANT CASH AGREEMENT; RWM PARTNERS, LLC, INV RELATED, DECATUR, AL, 33.34% OWNERSHIP, START: 7/1/2024, 1 HOUR A MONTH, 0 HOURS DURING TRADING, MERCHANT CASH AGREEMENT.; RIVERFRONT OVERRIDE HOLDINGS, LLC, INV RELATED DECATUR, AL, 19.22% OWNERSHIP, START: 7/1/2024, 1 HOUR A MONTH, 0 HOURS DURING TRADING, MERCHANT CASH AGREEMENT.; RWM HOLDINGS, LLC, INV RELATED, DECATUR, AL, 26.7% OWNERSHIP, START: 7/1/2024, 1 HOUR A MONTH, 0 HOURS DURING TRADING, MERCHANT CASH AGREEMENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-20 |
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