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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-02-20 |
Branch Locations
1000 Providence Park Suite 250, Birmingham, AL 35242 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc | Birmingham | AL | 02/2010 | 02/2025 |
| Darryl R Wilson | Birmingham | AL | 01/2012 | Present |
| Cetera Wealth Services, Llc | Birmingham | AL | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
PROVIDENT PARTNERS LLC; Investment Related; 1000 Providence Park, Ste 250, Birmingham, AL 35242; Adviser; Start Date 11/2017; 140 hours per month; My securities and life and annuity insurance business is conducted under the auspices of Provident Partners LLC. >> PROVIDENT PLANNING LLC; Investment Related; 1000 Providence Park, Ste 250, Birmingham, AL 35242; Adviser; Start Date 11/2017; 60 hours per month; I maintain direct as well as BGA life insurance appointments with various insurance companies.>> DARRYL R WILSON; Non-Investment Related; Residence; Tax Preparer; Start Date 10/2011; 3 hours per month; I have a handful of individuals, families and clients who have requested I prepare their tax returns each year. I charge a nominal fee to perform the work.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-23 |
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