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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-10-10 |
Branch Locations
100 Centerview Drive Suite 249, Birmingham, AL 35216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 03/2016 | 01/2018 |
| Penn Mutual Life Insurance Co | Horsham | PA | 02/2016 | 12/2017 |
| Advocacy Wealth Management, Llc | Atlanta | GA | 09/2018 | 12/2022 |
| Nextdoor Realty Llc | Birmingham | AL | 03/2018 | 09/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2024 | Present |
| Llh Healthcare | Birmingham | AL | 01/2022 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2024 | Present |
1) Live Life Healthy LLC, 3000 Galleria Circle, suite 1500, Birmingham AL 35242, 06/2021, W2 Employee, Insurance/Benefits/Human Resources, INV REL, 160 HR/MO, 80 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-31 |
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