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Margaret C Dunn

Steadmont Advisors, LLC

Birmingham, AL

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Current Employers
Steadmont Advisors, Llc

2204 Lakeshore Drive Suite 100, Birmingham, AL 35209 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2024-01-12
  • AL RA
    APPROVED
    Since 2024-01-12

Branch Locations

2204 Lakeshore Drive Suite 100, Birmingham, AL 35209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham AL 07/2009 01/2024
Bank Of America, N.A. Birmingham AL 07/2011 01/2024
Steadmont Advisors, Llc Birmingham AL 01/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-09-03
S63 Uniform Securities Agent State Law Examination 1998-04-09
  • S65 Uniform Investment Adviser Law Examination
    1998-09-03
  • S63 Uniform Securities Agent State Law Examination
    1998-04-09
Other Names
  • Mimi Childs
  • Margaret Hunter Childs
  • Mimi Dunn
  • Margaret Childs Dunn
  • Margaret Hunter Childs
  • Margaret Childs Dunn
  • Mimi C Dunn

View on SEC IAPD

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