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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-04-09 |
| TX | RA | APPROVED | 2026-04-09 |
Branch Locations
740 Shades Creek Parkway, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | Birmingham | AL | 07/2021 | 01/2023 |
| Insight Global | Nashville | TN | 12/2019 | 04/2021 |
| Stifel, Nicolaus & Company, Incorporated | Birmingham | AL | 08/2019 | 12/2019 |
| The University Of Alabama | Tuscaloosa | AL | 08/2018 | 08/2019 |
| Innisfree Irish Pub | Tuscaloosa | AL | 05/2018 | 07/2018 |
| The University Of Alabama | Tuscaloosa | AL | 08/2017 | 05/2018 |
| Regions Headquarters | Birmingham | AL | 06/2017 | 08/2017 |
| The University Of Alabama | Tuscaloosa | AL | 08/2016 | 05/2017 |
| Wells Fargo Clearing Services, Llc | Birmingham | AL | 01/2023 | 03/2026 |
| Morgan Stanley | Birmingham | AL | 03/2026 | Present |
*686350 - Glenwood Foundation; Investment Related - No; Birmingham, Alabama; non-profit is not an option.; Junior Board Member (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 05/2025; During Business Hours: 0; After Business Hours: 2; the junior board initiatives are raising awareness and fundraising for our charitable events such as Big Top.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-04 |
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