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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2015-09-03 |
Branch Locations
22 Inverness Center Parkway Suite 157, Hoover, 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 |
|---|---|---|---|---|
| Birmingham Investment Group | Birmingham | AL | 01/2008 | Present |
| Lg Properties Llc | Birmingham | AL | 04/2011 | Present |
| Guthrie Whatley Ingram Dozier Llc | Birmingham | AL | 01/2008 | Present |
| Guthrie Whatley Financial Group | Birmingham | AL | 01/2008 | Present |
| Commonwealth Financial Network | Waltham | MA | 08/2015 | Present |
1. Business Consulting, C323, Inc.; as of 10/03/2016; 15% of time spent during business hours; Conducted at branch; Investment related. 2. Co-Owner, C323 Inc., DBA Stewardship Investment Planning; a private entity established to facilitate securities, advisory, and insurance business; as of 10/03/2016; 15% of time spent during business hours; Conducted at branch; Investment related. 3. Fixed insurance sales, as of 12/06/2016, 5% of time spent during business hours, investment related; conducted at branch.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-26 |
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