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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-03-07 |
Branch Locations
1 Perimeter Park South Ste 140S, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Hoover | AL | 03/2020 | 09/2020 |
| Pfs Investments Inc. | Hoover | AL | 01/2020 | 09/2020 |
| Byers Engineering | Birmingham | AL | 04/2013 | 07/2020 |
| Adb Companies | Bessemer | AL | 07/2020 | 03/2021 |
| Lpl Financial Llc | Birmingham | AL | 10/2020 | 03/2024 |
| Osaic Wealth, Inc. | Birmingham | AL | 03/2024 | Present |
| Provisioned Ministries | Hoover | AL | 02/2017 | 09/2021 |
1. PERPETUAL LIFESTYLE PLANNING POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 09/01/2020 ADDRESS: 1 Perimeter Park S, STE 140S, Birmingham AL 35243, United States DESCRIPTION: -manage clients investment accounts-buy & sell equities on behalf of clients-offer financial advice to clients-obtain and maintain client affiliation 2. FOSHEE VENTURE GROUP LLC POSITION: partial owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/12/2020 ADDRESS: 817 E Columbus St, Dadeville AL 36853, United States DESCRIPTION: The original purpose was to provide our family with an extra stream of passive income, probably through the purchase of real estate. The entity is active, but it is not operating. 3. DEDUCED RECKONING, LLC POSITION: owner NATURE: single member LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/13/2024 ADDRESS: 517 Park Ter, Hoover AL 35226, United States DESCRIPTION: Book keeping - recording and monitoring transactions for small businesses. 4. NEW DAY INKLINGS POSITION: Self/Owner NATURE: Sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2019 ADDRESS: 517 Park Ter, Hoover AL 35226, United States DESCRIPTION: Writing 5. ANDREW KYLE FOSHEE - INSURANCE POSITION: Life insurance agent NATURE: Life insurance agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2020 ADDRESS: 517 Park Ter, Hoover AL 35226, United States DESCRIPTION: write life insurance policies
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-23 |
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