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3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-03 |
| TN | RA | APPROVED | 2021-03-23 |
Branch Locations
1326 Dowell Springs Boulevard, Knoxville, TN 37909 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sunshine Bank | Plant City | FL | 01/2015 | 01/2018 |
| Cetera Investment Services Llc | St. Cloud | MN | 03/2015 | 03/2019 |
| Cetera Investment Advisers Llc | Knoxville | TN | 04/2015 | 03/2019 |
| Regions Bank | Knoxville | TN | 01/2018 | 03/2019 |
| Brokers International Financial Services | Urbandale | IA | 04/2019 | 03/2021 |
| Eversource Wealth Advisors, Llc | Birmingham | AL | 03/2021 | Present |
INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; 192 ZOE CIR, JACKSBORO, TN 37757; SALES OF FIXED INSURANCE ANNUITIES; STARTED 3/2019; 80 HRS A MONTH; 40 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-20 |
| S65 | Uniform Investment Adviser Law Examination | 2010-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-19 |
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