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54 S. Greeno Road, Fairhope, AL 36532 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-11 |
| AL | RA | APPROVED | 2022-10-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Emory University - Professional Learning Programs | Atlanta | GA | 10/2007 | Present |
| Pnc Wealth Management | Birmingham | AL | 09/2012 | 07/2018 |
| Welch Hornsby, Inc. | Montgomery | AL | 07/2018 | 01/2020 |
| Thomas Jefferson School Of Law | San Diego | CA | 09/2016 | 02/2022 |
| Jackson National Life Distributors, Llc | Franklin | TN | 07/2020 | 05/2021 |
| Arvest Wealth Management | Fort Smith | AR | 11/2021 | 03/2022 |
| Arvest Bank | Fort Smith | AR | 11/2021 | 03/2022 |
| Brown Financial Advisory | Fairhope | AL | 10/2022 | Present |
| University Of Virginia | Charlottesville | VA | 01/2022 | Present |
| Cerifi | Alpharetta | GA | 05/2021 | 05/2023 |
| Regent University School Of Law | Virginia Beach | VA | 03/2025 | Present |
1. Association of American Law Schools: Not investment-related; 1614 20th St. NW, Washington, DC 20009-1001; Volunteer to serve on two executive committees - 1) Law School Administration and Finance Section and 2) Part-Time Division Programs Section; January 2026; Approximately three hours per month; Approximately three hours per month during securities trading hours; The mission of the AALS is to uphold and advance excellence in legal education. 2. Emory University - Professional Learning Programs: Not investment-related; 2635 Century Parkway NE, Suite 300, Atlanta, GA 30345; Higher education; Part-Time Instructor; 10/2007; Approximately 2 hours per month; 0 hours during securities trading hours; Teach synchronous online classes during the evening to the school's post-baccalaureate students. 3. University of Virginia: Not investment-related; 104 Midmont Lane, P.O. Box 400764, Charlottesville, VA 22904; Higher education; Lecturer to online students; 01/19/22; Approximately 12 hours per month 0 hours during securities trading hours; Teach synchronous, online classes during evening hours to post-baccalaureate students in the accounting certificate program. 4. Regent University School of Law: Not investment-related; 1000 Regent University Dr., Virginia Beach, VA 23464; Higher education; Part-time director and adjunct teacher to online students; 03/24/2025; Approximately 4 hours per month 0 hours during securities trading hours; Teach synchronous, online classes during evening hours to students in the MA in Financial Planning & Law program.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-09-11 |
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