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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2016-05-31 |
Branch Locations
6801 Cahaba Valley Road Suite 206, Birmingham, AL 35242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J. Smith Lanier & Co. | Birmingham | AL | 06/2012 | 06/2022 |
| Osaic Wealth Inc | Birmingham | AL | 08/2012 | Present |
| Advo(K)Ate Advisors | Birmingham | AL | 06/2022 | Present |
ADVO(K)ATE ADVISORS POSITION: Vice President, Director of Relationship Management NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/13/2022 ADDRESS: 6801 Cahaba Valley Road, Suite 206, Birmingham AL 35242, United States DESCRIPTION: Client Relationship Manager
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-02 |
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