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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-01 |
| AL | RA | APPROVED | 2025-02-20 |
Branch Locations
1000 Providence Park Suite 250, Birmingham, AL 35242 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Concourse Financial Group Securities | Birmingham | AL | 02/1998 | 02/2025 |
| True Wealth Advisors, Llc | Birmingham | AL | 03/2014 | 06/2017 |
| Provident Partners Lli | Birmingham | AL | 07/2017 | Present |
| Cetera Wealth Services, Llc | Birmingham | AL | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
PROVIDENT PARTNERS LLC; Investment Related; 1000 Providence Park, Suite 250, Birmingham, AL 35242; Wealth Management; Co-Member/Private Wealth Manager; Start Date 07/2017; 50 hours per month with the majority of those hours per month occurring during trading hours; As a co-member of the company I service our existing clients as well as engage with potential new clientele regarding our planning options and services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-14 |
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