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29000 Us Hwy 98 The Summit, Suite 203-B, Daphne, AL 36526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-10-01 |
| TX | RA | APPROVED | 2013-01-28 |
Branch Locations
29000 Us Hwy 98 The Summit, Suite 203-B, Daphne, AL 36526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southern Capital Services, Inc | Daphne | AL | 08/2000 | Present |
| University Of South Alabama | Mobile | AL | 02/2018 | 01/2024 |
| Bayside Academy | Daphne | AL | 08/2005 | 06/2024 |
| First Church Of Christ Scientist | Boston | MA | 05/2021 | Present |
1) The First Church of Christ, Scientist; Senior Financial Analyst; investment related: No; Location: Alabama; Description of the business: church; Responsibilities Duties: work with client departments for Treasurer; Start date with business: 2021-05-02; Hours devoted to business during trading hours: 150; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 10; 2) Eric Nager is a senior Financial Department Manager at The First Church of Christ, Scientist; Start Date with business: 2021; Description: Coordinate Budget for Client Departments; Compensation to be received: Yes; Hours devoted to business per week: 40. 3) Eric Nager is a Secretary at Plan for America; Start Date with business: 2016; Description: Minutes at board meetings and other correspondence; Compensation to be received: No; Hours devoted to business: 4.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-29 |
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