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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-06-14 |
| WA | RA | APPROVED | 2024-06-14 |
Branch Locations
3535 Grandview Parkway Suite 500, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp Inc | Miami | FL | 02/2016 | 07/2020 |
| Investacorp Advisory Services | Miami | FL | 02/2016 | 07/2020 |
| Highland Capital | Birmingham | AL | 11/2014 | Present |
| Securities America, Inc. | Birmingham | AL | 07/2020 | 06/2024 |
| Securities America Advisors, Inc. | Birmingham | AL | 07/2020 | 06/2024 |
| Osaic Wealth, Inc. | Birmingham | AL | 06/2024 | Present |
| Osaic Wealth, Inc. | Birmingham | AL | 06/2024 | Present |
HIGHLAND CAPITAL BROKERAGE - INSURANCE POSITION: SALES / VP NATURE: INSURANCE THROUGH HIGHLAND CAPITAL BROKERAGE INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 10/01/2014 ADDRESS: 2101 FOURTH AVE, SUITE 320, SEATTLE WA 98121, United States DESCRIPTION: INSURANCE THROUGH HIGHLAND CAPITAL BROKERAGE SAA - ADVISORY POSITION: INVESTMENT ADVISOR REPRESENTATIVE NATURE: ADVISORY INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2014 ADDRESS: 2101 FOURTH AVE, SUITE 320, SEATTLE WA 98121, United States DESCRIPTION: ADVISORY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-13 |
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