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2000 Southlake Park Suite 200, Hoover, AL 35244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-05-07 |
Branch Locations
2000 Southlake Park Suite 200, Hoover, AL 35244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Williamson Financial Services | Trussville | AL | 05/2004 | 12/2023 |
| Proequities, Inc | Trussville | AL | 01/2012 | 02/2025 |
| Truewealth Advisors | Hoover | AL | 01/2024 | Present |
| Truewealth Advisors | Hoover | AL | 05/2024 | Present |
Judy Denise Holt is a Vice President at Central Alabama Cleaning Inc; Investment related: No; Location: 112 Morningside Drive Trussville Al 35173; Start date: 2024-05-21; Description: Pressure washing and janitorial accounts; Responsibilities: Keep the books, shop for supplies and clean when needed; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 12; Percentage of total yearly compensation expected to be derived from the business: 1.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-03 |
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