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8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-02-24 |
Branch Locations
Huntsville, AL • United States
8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verus Capital Partners | Huntsville | AL | 02/2025 | Present |
| Advanced Accounting, Inc. | Huntsville | AL | 01/2005 | Present |
Since 01/01/2005, Owner & President of Advanced Accounting, Inc., an accounting firm located at 600 Vance Rd SW, Huntsville, AL, 35801. Duties include running and operating an accounting practice. 25 hours per week, all of which are during trading hours. Non-investment-related. Since 11/18/2022, One-Third Owner of Masters Management, Inc., a dentist practice management business located at 600 Vance Rd SW, Huntsville, AL, 35801. Duties include providing management and business solutions to dental practices. Less than 3 hours per week, none of which are during trading hours. Non-Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-25 |
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