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Current Employers
Keel Point, Llc

100 Church Street Suite 500, Huntsville, AL 35801 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2022-12-02
  • AL RA
    APPROVED
    Since 2022-12-02

Branch Locations

100 Church Street Suite 500, Huntsville, AL 35801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Keel Point Huntsville AL 04/2020 Present
Dynetics Huntsville AL 03/2013 04/2020
  • 04/2020 → Present
    Keel Point
    Huntsville, AL
  • 03/2013 → 04/2020
    Dynetics
    Huntsville, AL
Other Businesses

1) SORBA Huntsville. Non-investment related. Non-profit off-road bicycling association. Board member. Coordinate adopt-a-trail volunteers. Start 12/2019. 4 hours a month, 0 during trading hours. Responsible for coordinating volunteers for the adopt-a-mile program. 2) Nashville Chamber Music Society. Non-investment related. 231 Public Sq, Ste 300, Franklin, TN 37064. Non-profit supporting chamber music in the Nashville area. Board Member-Treasurer. Start 7/15/2023. 2 hours per month, 0 during trading hours. Help organization track and document donations and expenses.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-17
  • S66 Uniform Combined State Law Examination
    2021-08-17

View on SEC IAPD

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