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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-07-14 |
Branch Locations
22 Mobile St. N Suite A, Mobile, AL 36607 • United States
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcneil, Ahrens & Lambert Financial Group | Mobile | AL | 06/2012 | 08/2018 |
| Global Financial Private Capital, Llc | Sarasota | FL | 06/2014 | 01/2017 |
| Mcneil Consulting, Inc. | Mobile | AL | 05/2014 | 07/2026 |
| Ae Wealth Management, Llc | Topeka | KS | 01/2017 | 01/2024 |
| Mobile Bay Financial Solutions, Llc | Mobile | AL | 08/2018 | Present |
| Mobile Bay Wealth Management, Llc | Mobile | AL | 01/2024 | 07/2026 |
| Simplicity Wealth | Summit | NJ | 07/2026 | Present |
COMMUNITY FOUNDATION OF SOUTH ALABAMA; INVESTMENT RELATED; 212 St. Joseph St, Mobile, AL 36602; VOLUNTEER; 08/01/2025; 2 HOURS/MONTH; 80 HOURS/TRADING. 2. MCNEIL CONSULTING, INC.; INVESTMENT RELATED; 4332 BOULEVARD PARK SOUTH, SUITE E, MOBILE, AL 36609; INSURANCE SALES; VICE PRESIDENT; 5/2014; 1 HOUR/MONTH; 0 HOUR/TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-13 |
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