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2204 Lakeshore Drive Suite 100, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-07 |
| AL | RA | APPROVED | 2024-01-12 |
Branch Locations
2204 Lakeshore Drive Suite 100, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Birmingham | AL | 07/2009 | 01/2024 |
| Bank Of America N.A. | Birmingham | AL | 10/2014 | 01/2024 |
| Steadmont Advisors, Llc | Birmingham | AL | 01/2024 | Present |
CARRYWELL; Not Investment Related; PO Box 530273, Birmingham, AL 35253; 201c(3) Tax Exempt Nonprofit; Board Member; 10/2020; 1 Hour per Month; 4 Hours per Year During Business Hours; General Board Meetings and Fund Raising Events
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-12 |
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