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3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-02-02 |
Branch Locations
Birmingham, AL • United States
3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rick Brown & Associates, Inc. | Birmingham | AL | 11/2024 | 01/2026 |
| Rsm Us Llp | Birmingham | AL | 10/2022 | 11/2024 |
| Unemployed | Birmingham | AL | 05/2022 | 09/2022 |
| Samford University | Birmingham | AL | 08/2018 | 04/2022 |
| Covenant Academy | Macon | GA | 01/2016 | 05/2018 |
| Inspire Advisors, Llc Dba City Financial | Meridian | ID | 02/2026 | Present |
| Rsm Us Llp | Birmingham | AL | 08/2021 | 04/2022 |
| Rsm Us Llp | Birmingham | AL | 01/2021 | 03/2021 |
| Pine Cove, Inc. | Columbus | TX | 06/2020 | 08/2020 |
| Sro Partners Macon, Llc | Macon | GA | 05/2019 | 08/2019 |
| Sro Partners Macon, Llc | Macon | GA | 05/2018 | 08/2018 |
1) 11/2024 Independent Licensed insurance Agent; Investment Related; Birmingham/Alabama; Accident & Health or Sickness & Life 2) 11/2025 Anna Kate Atfield; CPA; Investment Related; Birmingham/Alabama; 10 hours/month; 10 hours during trading hours; Performing services as one skilled in the knowledge and practice of Public Accounting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-23 |
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