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1200 Peachtree Street Ne Suite 610, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-03-10 |
Branch Locations
1200 Peachtree Street Ne Suite 610, Atlanta, GA 30309 • United States
3800 Colonnade Parkway Suite 630, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bird's Landscaping | Birmingham | AL | 06/2015 | 07/2020 |
| Jim Burke Automotive | Birmingham | AL | 06/2019 | 08/2019 |
| Servisfirst Bank | Birmingham | AL | 12/2022 | 07/2024 |
| Cahaba Wealth Management, Inc. | Birmingham | AL | 08/2024 | Present |
| Auburn University | Auburn | AL | 08/2018 | 05/2023 |
| High School Student | Birmingham | AL | 03/2015 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-28 |
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