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600 Vestavia Parkway Suite 100, Vestavia Hills, AL 35216 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2020-12-01 |
Branch Locations
600 Vestavia Parkway Suite 100, Vestavia Hills, AL 35216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carlyle | New York | NY | 03/2019 | 09/2020 |
| Pwc | New York | NY | 10/2017 | 03/2019 |
| Sunburst Financial Group | Vestavia Hills | AL | 09/2020 | 06/2023 |
| Student | Various | AL | 09/2010 | 09/2017 |
| Sunburst Financial Group | Birmingham | AL | 06/2023 | Present |
LE WEEKEND STUDIO LLC not investment related; 1917 Cahaba Road, Mountain Brook, AL 35223; Women's Fashion Retail; Member; Start Date: 09/01/2021; 10 hrs/month; 0 hrs during trading; Duties: 50% Owner with spouse (no regular daily activities)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-01 |
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