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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-01-02 |
Branch Locations
1200 Corporate Drive Suite 155, Birmingham, AL 35242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| A-Lign | Birmingham | AL | 11/2021 | 09/2025 |
| Kpmg | Birmingham | AL | 10/2020 | 11/2021 |
| The Florida Yacht Club | Jacksonville | FL | 05/2020 | 09/2020 |
| The University Of Alabama | Tuscaloosa | AL | 08/2019 | 05/2020 |
| The Florida Yacht Club | Jacksonville | FL | 05/2019 | 08/2019 |
| The University Of Alabama | Tuscaloosa | AL | 08/2018 | 05/2019 |
| Heat Pizza | Tuscaloosa | AL | 05/2018 | 08/2018 |
| The University Of Alabama | Tuscaloosa | AL | 08/2017 | 05/2018 |
| The Florida Yacht Club | Jacksonville | FL | 05/2017 | 08/2017 |
| The University Of Alabama | Tuscaloosa | AL | 08/2016 | 05/2017 |
| Osaic Wealth, Inc. | Birmingham | AL | 08/2025 | Present |
HEISLER WEALTH MANAGEMENT, INC. POSITION: Vice President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/15/2025 ADDRESS: 1200 Corporate Drive, Suite 155, Birmingham AL 35242, United States DESCRIPTION: Client Service, answering phones, assisting with client meetings. HISTORICAL-ISH POSITION: Independent Contractor NATURE: Independent Contractor INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/26/2023 ADDRESS: 3745 James Hill Ter, Hoover AL 35226, United States DESCRIPTION: This is a YouTube channel that I started regarding history in May of 2023. I research history and make videos about it. There have been no videos posted in about 7-9 months but receive recurring income from YouTube.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-22 |
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