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3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-20 |
Branch Locations
300 East Davis Street, Suite 124, Mckinney, TX 75069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ace Cheer Gym | Rainsville | AL | 08/2018 | 03/2020 |
| Outback Steakhouse | Opelika | AL | 02/2021 | 04/2021 |
| Scotlynn | Ft. Myers | FL | 05/2021 | 08/2021 |
| Mcleod Software | Birmingham | AL | 08/2021 | 12/2021 |
| Chick Fil A | Auburn | AL | 07/2022 | 07/2023 |
| Auburn University Harbert College Of Business | Auburn | AL | 08/2023 | 12/2024 |
| Brasfield And Gorrie | Birmingham | AL | 05/2024 | 08/2024 |
| Eversource Wealth Advisors, Llc | Mckinney | TX | 02/2025 | Present |
| Fyffe High School | Fyffe | AL | 08/2014 | 05/2018 |
| Auburn University | Auburn | AL | 08/2018 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-20 |
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