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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-25 |
| AL | RA | APPROVED | 2021-08-16 |
Branch Locations
2279 Valleydale Road Suite 210, Birmingham, AL 35244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Warren Averett, Llc | Birmingham | AL | 01/2014 | 04/2021 |
| Grinkmeyer Leonard Financial | Birmingham | AL | 04/2021 | 12/2021 |
| Commonwealth Financial Network | Waltham | MA | 04/2021 | Present |
| Everthrive Financial Group | Birmingham | AL | 01/2022 | Present |
1. Tax Preparation and Accounting services; Summer Broadhead; Located in Calera, AL, as of 07/29/2021; 3% of time spent during business hours; Not conducted at branch; Not investment related. 2. Co-owner of rental property located in Clanton, AL 35046, as of 01/01/2020; 1% time spent during business hours; Not conducted at branch location; Investment related. 3. Fixed insurance sales; Located at 2279 Valleydale Road Suite 210 Birmingham, AL 35244, as of 6/16/2022; 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-05 |
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