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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-10-15 |
Branch Locations
2279 Valleydale Road Suite 210, Birmingham, AL 35244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grinkmeyer And Leonard Wealth Management | Birmingham | AL | 07/2012 | 01/2022 |
| Commonwealth Financial Network | Waltham | MA | 07/2012 | Present |
| Everthrive Financial Group | Birmingham | AL | 01/2022 | Present |
1. Fixed insurance sales, as an Agent, under the name Grinkmeyer Leonard Financial; Conducted at branch location; Investment related. 2. Partner and Co-Owner, Allied Wealth Educators, LLC, a private entity created for securities business located in Mobile, AL; As of 03/31/2017; Approximately 10% time spent during securities trading hours per month; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-29 |
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