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Fairhope, AL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fdo Partners Llc | Cambridge | MA | 08/2015 | 06/2017 |
| Hd Vest Investment Services (Avantax) | Irving | TX | 06/2017 | 09/2019 |
| Hd Vest Advisory Services (Avantax) | Irving | TX | 06/2017 | 09/2019 |
| Spearhead Capital, Llc | Fairhope | AL | 02/2020 | 06/2022 |
| Spearhead Capital Advisors, Llc | Fairhope | AL | 02/2020 | 06/2022 |
| Alternative Risk Strategies Llc | Fairhope | AL | 09/2019 | Present |
| Ot Advisors Llc | Boca Raton | FL | 11/2023 | 05/2024 |
| X1 Capital Inc. | Fairhope | AL | 11/2023 | Present |
| Crimson Wealth Management Inc. | Fairhope | AL | 11/2023 | Present |
| Growth Lending Gp Llc | Roswell | GA | 04/2025 | 02/2026 |
| Mariposa Community Partners | Fairhope | AL | 11/2025 | Present |
| Clearmeadow Partners Llc | Boca Raton | AL | 03/2026 | Present |
| Agile Insurance Solutions Llc | Cambridge | MA | 04/2020 | 12/2023 |
1) Alternative Risk Strategies, LLC; 'NIR'; Fairhope, AL; General Business; Managing Member; 10/9/2017; 5/hrs a month; I have consulted firms on non-securities work - specifically around data analysis. This company also works as an insurance agent and is a licensed Community Development Enterprise (CDE). 2) 10/2023. X1 Capital Inc. X1 Capital is a private fund. I serve as CEO. 80 hours a month. 3) 06/2022. Crimson Wealth Management Inc. This is an Alabama-licensed registered investment advisor. I serve as Managing Director. 100 hours a month. 4) 11/2025. Mariposa Community Partners (501c3). This is a non-profit focused on economic development in Alabama. I serve as a Board Member. 1 hour a month. All these entities operate out of 6637 S. Winding Brook Dr., Fairhope, AL 36532 5) Clearmeadow Partners LLC. I serve as a Strategic Advisor. Boca Raton, FL. 1 hour a month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-28 |
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