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100 Church Street Suite 500, Huntsville, AL 35801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-07 |
| TN | RA | APPROVED | 2026-01-07 |
| AL | RA | APPROVED | 2020-01-02 |
Branch Locations
25 East Main St. Suite 201, Chattanooga, TN 37408 • United States
100 Church Street Suite 500, Huntsville, AL 35801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keel Point Capital, Llc | Huntsville | AL | 03/2016 | 12/2018 |
| Keel Point | Huntsville | AL | 12/2018 | 11/2019 |
| Keel Point | Huntsville | AL | 11/2019 | Present |
1) Chattanooga Christian School, investment-related, 3354 Charger Drive, Chattanooga, TN 37409, private Christian school, investment committee member, start June 2020, 1 hour per month and 0 hours during securities trading hours, helps select investment manager for school endowment (Keel Point excluded from RFP to avoid conflict of interest). 2) Rotaract Club of Chattanooga; not investment-related, but does manage budget; 100 W M.L.K. Blvd #506, Chattanooga, TN 37402; Service club for young professionals; Treasurer; 1/1/23; 0 hours during trading hours; Track budget. 3) Grace and Peace Church; not investment-related; 9209 Amos Rd., Ooltewah, TN 37363; Local church; Budget committee; 10/1/23; 0 hours during trading; Assist in reviewing budget.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-23 |
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