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3705 Concord Pike, Wilmington, DE 19803 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-08-05 |
| TX | RA | APPROVED | 2024-08-05 |
Branch Locations
3705 Concord Pike, Wilmington, DE 19803 • United States
3900 Montclair Rd Suite 200, Mountain Brook, AL 35213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marca Financial Planning Services | Birmingham | AL | 02/2006 | 03/2022 |
| Triad Advisors, Inc. | Norcross | GA | 02/2006 | 10/2016 |
| Diversified, Llc | Wilmington | DE | 04/2022 | 06/2024 |
| Marca Life Planning | Chelsea | AL | 04/2011 | 03/2022 |
| Diversified Enterprises, Llc Dba Diversified, Llc | Mountain Brook | AL | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-28 |
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