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3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-11-01 |
Branch Locations
3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia International University | Columbia | SC | 08/2013 | 12/2016 |
| Northwestern Mutual Investment Services Llc | Greenville | SC | 05/2016 | 01/2017 |
| The Welch Group, Llc | Birmingham | AL | 09/2022 | 10/2024 |
| Syll, Llc (Northwestern Mutual) | Greenville | SC | 01/2017 | 06/2020 |
| Jendia, Llc (Northwestern Mutual) | Birmingham | AL | 06/2020 | 09/2022 |
| Bmss Wesson Wealth Solutions, Llc | Birmingham | AL | 11/2024 | Present |
1. Name: Zolbrook Homes LLC; Investment-Related?: No; Address: 2937 Green Valey Road, Birmingham, Alabama 35243; Nature: Company that buys, rehabs and flips single-family homes in Birmingham area; Position/Title: Partner; Start Date: March 2025; Approximate # of Hours Spent on Activity: 4 hours per month, none during trading hours; Duties: Occasionally engage in management related decisions
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-06-26 |
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