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1927 First Avenue North, Birmingham, AL 35203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-10 |
| KS | RA | APPROVED | 2026-05-29 |
| OR | RA | APPROVED | 2024-07-21 |
| MO | RA | APPROVED | 2024-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life Securities | Boise | ID | 09/2005 | 10/2022 |
| Unemployed | Meridian | ID | 10/2022 | 12/2022 |
| Unemployed | Springfield | MO | 12/2022 | 03/2023 |
| Country Insurance Affiliates | Springfield | MO | 03/2023 | Present |
| Country Trust Bank | Springfield | MO | 03/2023 | Present |
| Country Capital Management Company | Springfield | MO | 03/2023 | Present |
| Nbc Securities, Inc. | Lebanon | MO | 07/2024 | Present |
FedEx ^ Investment related: no ^ 2700 N Mulroy Rd, Strafford Mo 65757 ^ Shipping ^ Seasonal package handler ^ 12/1/2023 ^ Total time devoted to this entity: 60 hours per month ^ Time devoted to this entity during trading hours: 0 hours per month ^ Load and Unload packages from trucks. 4am to 8am Tuesday through Saturday;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-05-29 |
| S65 | Uniform Investment Adviser Law Examination | 2019-09-30 |
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