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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-06-15 |
Branch Locations
2900 Highway 280 Suite 100, Birmingham, AL 35223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mid America Apartments | Gementown | TN | 07/2013 | 12/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2020 | 08/2025 |
| Northwestern Mutual Investment Services Llc | Hoover | AL | 11/2020 | 08/2025 |
| Regions Bank | Vestavia | AL | 08/2021 | 08/2025 |
| Cetera Investment Services Llc | Saint Cloud | MN | 10/2022 | 08/2025 |
| Raymond James & Associates, Inc | Birmingham | AL | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-20 |
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