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124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-07-18 |
| TX | RA | APPROVED | 2023-01-20 |
Branch Locations
1300 Meridian St. N Suite 26, Huntsville, AL 35801 • United States
124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barge Design Solutions | Huntsville | AL | 09/2018 | Present |
| Ch2M Hill/Jacobs | Nashville | TN | 06/2015 | 09/2018 |
| Laminar Capital Management Llc | Owens Cross Roads | AL | 02/2020 | Present |
| Fiduciary Financial Advisors | Huntsville | AL | 07/2023 | Present |
1. Barge Design Solutions; Not Investment-Related; 200 Clinton Ave, Suite 800 Huntsville, AL 35801; Engineering Consulting Firm; Project Manager; Started 09/2018; Approximately 160 hours/month; Approximately 5.5 hours/day devoted to business during securities trading hours; As project manager, Mr. Cole ensures that projects are completed per the scope and manages budgets, schedules and staff accordingly. 2. Vantage Leadership Initiative. Board Member. Not investment related. Huntsville, AL. Start date: January 2024. 2 hours per month during securities trading hours. 5 hours per month outside of securities trading hours. 3. Rock Foundation Cambodia. Board Member. Not Investment Related. Virtual. Start Date: February 2024. 0 hours per month during securities trading hours. 1 hour per month outside of securities trading hours. 4. Mission First Alliance. Board Member. Not Investment Related. Start date: 2025. Virtual. 1 hour per month during securities trading hours. 3 hours per month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-09 |
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