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Current Employers
Keel Point, Llc

100 Church Street Suite 500, Huntsville, AL 35801 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2017-01-10
  • TN RA
    APPROVED
    Since 2017-01-10

Branch Locations

7000 Executive Center Drive Suite 100, Brentwood, TN 37027 • United States

100 Church Street Suite 500, Huntsville, AL 35801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wfg Advisors, Lp Brentwood TN 03/2015 12/2016
Keel Point Brentwood TN 12/2016 Present
  • 03/2015 → 12/2016
    Wfg Advisors, Lp
    Brentwood, TN
  • 12/2016 → Present
    Keel Point
    Brentwood, TN
Previous Registrations
  • 2015-05-19 → 2016-12-27
    Wfg Advisors, Lp
    Brentwood, TN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-03-01
S65 Uniform Investment Adviser Law Examination 2014-12-23
  • S63 Uniform Securities Agent State Law Examination
    2016-03-01
  • S65 Uniform Investment Adviser Law Examination
    2014-12-23
Other Names
  • Beverly Gwen Sexton

View on SEC IAPD

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