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3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-15 |
Branch Locations
33601 East Lake Joanna Drive, Eustis, FL 32736 • United States
3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
1502 N. Donnelly Street, Suite 106B, Mount Dora, FL 32757 • United States
255 S. Orange Avenue, Suite 1800, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Auburn University | Auburn | AL | 08/2016 | 05/2020 |
| Quality Land Services, Inc. | Umtilla | FL | 05/2018 | 08/2018 |
| Bolt Movers | Auburn | AL | 05/2020 | 10/2020 |
| Auburn Naval Rotc Unit | Auburn | AL | 05/2020 | 09/2020 |
| U.S. Navy | San Diego | CA | 11/2023 | 11/2023 |
| U.S. Navy | Seattle | WA | 05/2024 | 05/2025 |
| Eversource Wealth Advisors, Llc | Eustis | FL | 05/2025 | Present |
| U.S. Navy | Norfolk | VA | 10/2020 | 11/2023 |
| U.S. Navy | Seattle | WA | 12/2023 | 12/2023 |
| U.S. Navy | Norfolk | VA | 01/2024 | 02/2024 |
| U.S. Navy | Seattle | WA | 03/2024 | 03/2024 |
| U.S. Navy | Newport | RI | 04/2024 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-24 |
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