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615 4Th Avenue, Opelika, AL 36801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-15 |
| AL | RA | APPROVED | 2022-11-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2015 | 10/2018 |
| Raymond James Financial Services, Inc. | Opelika | AL | 10/2018 | 10/2019 |
| Raymond James Financial Services Advisors, Inc. | Opelika | AL | 10/2018 | 10/2019 |
| Lpl Financial, Llc | Opelika | AL | 11/2019 | 11/2022 |
| Insignia Wealth Advisory | Opelika | AL | 10/2022 | Present |
12/2000 - Piedmont Fertilizer Company - Partial Owner - No duties- 0 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-20 |
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