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3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-07 |
Branch Locations
4500 Mercantile Plaza Ste 300, Fort Worth, TX 76137 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wise Wealth, Llc | Lee'S Summit | MO | 10/2018 | 12/2023 |
| Lockheed Martin | Fort Worth | TX | 07/2017 | 08/2019 |
| Space Exploration Technologies | Mcgregor | TX | 03/2015 | 06/2017 |
| Fathom Realty | Fort Worth | TX | 08/2018 | 12/2021 |
| Exp Realty | Mcgregor | TX | 10/2017 | 08/2018 |
| Kelle Williams Realty | Waco | TX | 10/2015 | 09/2017 |
| Elle Properties, Llc | Fort Worth | TX | 12/2017 | Present |
| Kenneth Copeland Bible College | Lee'S Summit | MO | 01/2018 | 03/2018 |
| L3 Harris Corporation | Melbourne | FL | 06/2021 | Present |
| Eversource Wealth Advisors | Fort Worth | TX | 12/2023 | Present |
Elle Properties, LLC; Non-Investment Related; 4100 Matthew Dr. Cleburne, TX 76031; Managing Member/Real Estate Properties; Start Date 12/2017; spends approx. 4 hrs/mth during trading hours. Insurance Agent; Investment Related; 4100 Matthew Dr. Cleburne, TX 76031; provides non-variable insurance sales; spends approx. 5-10 hrs/mth 5-10 during trading hours. L3 Harris Corporation; Non-Investment Related; 1025 West Nasa Blvd, Melbourne, FL 32919; Supply Chain Consultant; Start Date: 06/2021; spends approx. 160hrs/mth, 40 hrs during trading hours; consults on electronic supply chain issues.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-22 |
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