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One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2026-02-13 |
| AL | RA | APPROVED | 2025-12-22 |
Branch Locations
1042 Goldenrod St, Leeds, AL 35094 • United States
One Columbus Plaza, New Haven, CT 06510 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knights Of Columbus | Birmingham | AL | 01/2020 | Present |
| Student At University Of Alabama | Birmingham | AL | 06/2018 | 12/2019 |
| Metro Atlanta Ambulance Service | Marietta | GA | 12/2017 | 06/2018 |
| Gwinnett County Fire And Emergency Services | Lawrenceville | GA | 06/2014 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-19 |
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