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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-12 |
| AL | RA | APPROVED | 2024-10-21 |
Branch Locations
8650 Minnie Brown Road Suite 116, Montgomery, AL 36117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Montgomery | AL | 12/2015 | 06/2020 |
| Nylife Securities Llc | Montgomery | AL | 07/2016 | 06/2020 |
| The Catalyst Community | Montgomery | AL | 10/2013 | 10/2024 |
| Pruco Securities Llc | Montgomery | AL | 06/2020 | 10/2024 |
| Prudential Insurance Company Of America | Montgomery | AL | 06/2020 | 10/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2024 | Present |
| Blueprint Financial Partners | Montgomery | AL | 05/2025 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 03/2016, APX NUMBER OF HOURS PER WEEK: 5, APX NUMBER OF HOURS DURING TRADING HOURS: 5, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT, BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: RETAIL SALES INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL ADDRESS NATURE OF BUSINESS: RETAIL SALES ON EBAY AND AMAZON START DATE: 01/2010 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: OWNER BRIEF DESCRIPTION OF DUTIES: SELLING PRODUCTS ONLINE VIA EBAY & AMAZON. 3. NAME OF OTHER BUSINESS: CONVERGENT FINANCIAL PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 10/2024 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 POSITION/TITLE/RELATIONSHIP: FINANCIAL PLANNER BRIEF DESCRIPTION OF DUTIES: PROVIDING FINANCIAL ADVICE TO CLIENTS; 4. NAME OF OTHER BUSINESS: BLUEPRINT FINANCIAL PARTNERS, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 05/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 30, APX NUMBER OF HOURS DURING TRADING HOURS: 20, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-01 |
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