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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-08 |
| AL | RA | APPROVED | 2012-11-07 |
Branch Locations
3500 Blue Lake Dr Ste 280, Birmingham, AL 35243 • 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 |
|---|---|---|---|---|
| Principal Life Insurance Company | Birmingham | AL | 06/2012 | Present |
| Princor Financial Services Corporation | Birmingham | AL | 06/2012 | Present |
| L&R Wealth Management | Birmingham | AL | 01/2017 | 12/2020 |
| Capstone Financial Group | Birmingham | AL | 11/2020 | Present |
**OUTSIDE INSURANCE; SELLING HEALTH INSURANCE THROUGH VARIOUS CARRIERS; 12/26/2012. **GROUP BENEFITS. 05/12/2014. SELLING GROUP SHORT TERM DISABILITY, GROUP LONG TERM DISABILITY AND GROUP LIFE THROUGH VARIOUS CARRIERS. **OUTSIDE INSURANCE, SUPPLEMENTAL LIFE, 10/09/14. **RENTAL PROPERTY; OWNER; 08/31/2016 **Fixed Insurance, Fixed life, fixed annuities, DI, LTC, Medicare supplemental, 09/21/16. **L&R Wealth Management, LLC; Not Investment Related; Owner of LLC; Does not use as a DBA to market but runs commissions through for tax purposes; Start Date; 40 hrs per month; 40 during trading hours. **MKL 1 LLC POSITION: Managing Member NATURE: Investor (LLC, LP, REIT) INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/17/2025 ADDRESS: 4908 Branch Mill Cir, Mountain Brook AL 35223, United States DESCRIPTION: I will own this LLC formed to invest in real estate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-25 |
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