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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-11-02 |
Branch Locations
36 North Section Street, Fairhope, AL 36532 • United States
949 Fairhope Avenue, Fairhope, AL 36532 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Mobile | AL | 04/2016 | 11/2016 |
| Wells Fargo Bank Na | Mobile | AL | 09/2014 | 10/2017 |
| Wells Fargo Clearing Services, Llc | Mobile | AL | 11/2016 | 10/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mobile | AL | 10/2017 | 08/2019 |
| Bank Of America, N.A. | Mobile | AL | 04/2018 | 08/2019 |
| Woodmen Of The World Life Insurance Society | Omaha | NE | 01/2020 | 10/2023 |
| Woodmen Financial Services, Inc. | Omaha | NE | 01/2020 | 10/2023 |
| Unemployed | Mobile | AL | 09/2019 | 01/2020 |
| Pnc Investments Llc | Fairhope | AL | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-15 |
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