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3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-04-14 |
Branch Locations
3500 Colonade Pkwy Suite 150, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Alabama | Tuscaloosa | AL | 08/2015 | 05/2019 |
| Cru | Birmingham | AL | 05/2019 | 05/2020 |
| University Of Alabama | Tuscaloosa | AL | 05/2020 | 05/2021 |
| Ernst & Young Us Llp | Birmingham | AL | 07/2021 | 06/2024 |
| Bmss Wesson Wealth Solutions Llc | Birmingham | AL | 07/2024 | Present |
Bill Bradley Plumbing, Inc., 1507 Lake St, Montgomery, AL 36106; Plumbing/HVAC; Part owner/manager; 06/2015 to present; Not investment related; 1-5 hours per month, Not during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-14 |
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