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100 Church Street Suite 500, Huntsville, AL 35801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-10-10 |
| IL | RA | APPROVED | 2018-02-02 |
| GA | RA | APPROVED | 2017-01-18 |
| TN | RA | APPROVED | 2017-01-10 |
| CA | RA | APPROVED | 2016-12-27 |
| SC | RA | APPROVED | 2016-12-27 |
| TX | RA | APPROVED | 2016-12-27 |
Branch Locations
7000 Executive Center Drive Suite 100, Brentwood, TN 37027 • United States
100 Church Street Suite 500, Huntsville, AL 35801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg Investments, Inc. | Brentwood | TN | 04/2010 | 12/2016 |
| Keel Point, Llc | Huntsville | AL | 12/2016 | Present |
1) Christ Community Church; business not investment-related; 1215 Hillsboro Road, Franklin, TN 37069; Church; Finance Team Member; 2/28/23; 5 hours/month; 0 hours during securities trading hours; Monthly financial reviews of the church's financial statements.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-29 |
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