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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-08-08 |
| TX | RA | APPROVED | 2025-08-08 |
Branch Locations
2843 Cahaba Rd, Mountain Brook, AL 35223 • United States
2801 Highway 280 S Ste 400 [A1-Rbo], Birmingham, AL 35223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 09/2015 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Birmingham | AL | 06/2017 | 08/2025 |
| Wells Fargo Clearing Services, Llc | Birmingham | AL | 08/2025 | Present |
I*: 2259281 Entity Type: Name of OBA: Unless U Address: Vestavia Hills, Alabama Investment Related: No Position, Title, Association: Board member Employee Start Date: 04/08/2025 Number of Hours: 2-3 hrs mthly Number of Hours during trading: 0 Duties: Junior Board
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-28 |
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