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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-20 |
| FL | RA | APPROVED | 2022-08-15 |
Branch Locations
14075 Emerald Coast Parkway, Destin, FL 32541 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hancock Whitney Bank | Destin | FL | 06/2021 | Present |
| Hancock Whitney Investment Services, Inc. | Destin | FL | 06/2021 | 08/2022 |
| Regions Bank | Destin | FL | 09/2017 | 05/2021 |
| Keller Williams | Destin | FL | 12/2016 | 09/2017 |
| J. Millers Furniture | Miramar Beach | FL | 06/2016 | 12/2016 |
| Cetera Investment Advisers Llc | Destin | FL | 07/2022 | Present |
| Cetera Investment Services Llc | Saint Cloud | MN | 07/2022 | Present |
1.) BOARD MEMBER FOR MATTIE KELLY ARTS FOUNDATION, LESS THAN 1/HR/WK.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-05 |
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