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314 Magnolia Avenue Suite 200, Fairhope, AL 36532 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-29 |
| AL | RA | APPROVED | 2025-09-26 |
Branch Locations
320 1St Ave N, St. Petersburg, FL 33701 • United States
314 Magnolia Avenue Suite 200, Fairhope, AL 36532 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sei Investments Distribution Co | Oaks | PA | 01/2016 | 03/2020 |
| Sei Investments Management Corp | Oaks | PA | 01/2016 | 03/2020 |
| Quasar Distributors, Llc | St Petersburg | FL | 03/2022 | Present |
| Aptus Capital Advisors, Llc | St Petersburg | FL | 03/2022 | Present |
| Riskalyze | Dallas | TX | 03/2020 | 02/2022 |
Aptus Capital Advisors, LLC; Investment Related; St Petersburg, FL; Began 03/01/2022; Investments and Financial Services; Senior Advisor Consultant; Work with financial advisors to understand Aptus Capital Advisors investment philosophy and business services.; 160 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-06 |
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