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Fairhope, AL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-23 |
| AL | RA | APPROVED | 2022-11-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brown Mcleod, Inc. | Fairhope | AL | 02/2014 | 10/2022 |
| Equip Financial Partners, Llc | Fairhope | AL | 09/2022 | Present |
Name: Equip CFO Investment Related?: No Address: 82 Plantation Pointe Rd #289, Fairhope, AL 36532 Nature of Business: Business Consulting Position: Fractional CFO Title: Owner Start Date: October 24, 2023 20% of hours per month 20% of hours per month during trading hours Business Consulting and Operational Support
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-25 |
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