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Helen Thomas Hinds

Leavell Investment Management, Inc.

Birmingham, AL

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Current Employers
Leavell Investment Management, Inc.

210 Saint Joseph Street, Mobile, AL 36602 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2024-10-02
  • AL RA
    APPROVED
    Since 2024-10-02

Branch Locations

2712 18Th Place South, Birmingham, AL 35209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Alps Distributors, Inc. Denver CO 05/2021 10/2022
Southeastern Asset Management, Inc. Memphis TN 07/2017 10/2022
The University Of Alabama Tuscaloosa AL 01/2016 05/2017
Lonetree Wealth Management Llc Memphis TN 02/2023 Present
Unemployed Memphis TN 11/2022 01/2023
  • 05/2021 → 10/2022
    Alps Distributors, Inc.
    Denver, CO
  • 07/2017 → 10/2022
    Southeastern Asset Management, Inc.
    Memphis, TN
  • 01/2016 → 05/2017
    The University Of Alabama
    Tuscaloosa, AL
  • 02/2023 → Present
    Lonetree Wealth Management Llc
    Memphis, TN
  • 11/2022 → 01/2023
    Unemployed
    Memphis, TN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-03
S63 Uniform Securities Agent State Law Examination 2021-11-15
  • S65 Uniform Investment Adviser Law Examination
    2023-07-03
  • S63 Uniform Securities Agent State Law Examination
    2021-11-15

View on SEC IAPD

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Other Offices

THRIVENT INVESTMENT MANAGEMENT INC. · BIRMINGHAM, AL
PFS INVESTMENTS INC. · HOOVER, AL
PMD ADVISORY · HOOVER, AL
CETERA INVESTMENT ADVISERS LLC · BIRMINGHAM, AL
CETERA INVESTMENT ADVISERS LLC · HOOVER, AL
NFSG CORPORATION · HOOVER, AL
STATE FARM INVESTMENT MANAGEMENT CORP. · Hoover, AL
PFS INVESTMENTS INC. · HOOVER, AL

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