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114 Turner Street, Clearwater, FL 33756 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-06-03 |
| VA | RA | APPROVED | 2025-06-03 |
| AL | RA | APPROVED | 2025-06-02 |
Branch Locations
114 Turner Street, Clearwater, FL 33756 • United States
2231 20Th Avenue South Suite 200, Birmingham, AL 35223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hightower Advisors Llc | Birmingham | AL | 11/2019 | 05/2025 |
| Ronald Blue Trust | Birmingham | AL | 01/2017 | 11/2019 |
| Capital Strategies Group | Birmingham | AL | 01/2018 | 12/2019 |
| Homemaker | Birmingham | AL | 10/2017 | 01/2018 |
| Fixed Point Foundation | Birmingham | AL | 04/2015 | 10/2017 |
| Somerset Advisory | Birmingham | AL | 11/2019 | Present |
| Indivisible Partners, Llc | Clearwater | FL | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-24 |
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