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3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-25 |
| TX | RA | APPROVED_RES | 2025-08-25 |
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 |
|---|---|---|---|---|
| Highway Financial Networks | San Jose | CA | 12/2010 | 08/2025 |
| Worldventures | Plano | TX | 05/2010 | 12/2018 |
| Community Christian | Morgan Hill | CA | 10/2018 | Present |
| Eversource Wealth Advisors, Llc | San Jose | CA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-31 |
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