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One North Brentwood Boulevard Suite 850, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-09-04 |
Branch Locations
Shades Creek Plaza 850 Shades Creek Parkway, Suite 310, Birmingham, AL 35209 • United States
One North Brentwood Boulevard Suite 850, St. Louis, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Birmingham | AL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Birmingham | AL | 11/2016 | 10/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Birmingham | AL | 10/2020 | 09/2025 |
| Bank Of America, N.A. | Birmingham | AL | 01/2021 | 09/2025 |
| Benjamin F Edwards & Co, Inc | Birmingham | AL | 09/2025 | Present |
I*2036316, Entity Type Fiduciary, Name of OBA: KVS T BENEFICIARIES ON FILE Address: Mountain Brook, Alabama, 35223 Investment Related: Yes Position, Title, Association: Power of Attorney Employee Start Date: 08-Oct-2024 No Hours: 1 Yearly No Hours during trading: 1 Yearly Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-22 |
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