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3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-06-12 |
Branch Locations
3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
174 Oxmoor Road, Birimingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eversource Wealth Advisors, Llc | Birmingham | AL | 08/2020 | 01/2023 |
| The Common Thread Community (Non-Profit) | Homewood | AL | 08/2015 | Present |
| Stewardly | Birmingham | AL | 01/2023 | Present |
1.) Name of business: The Common Thread Community; Investment-related: No; Address: 174 Oxmoore Road, Homewood, AL 35209; Nature of Business: Non-profit; Position: Director; Start Date: 07/01/2014-Present; Hrs/mo: 12; Hrs/mo during trading hours: 12. Duties: Run operations. 2.) Name of Business: Stewardly Properties, LLC; Investment-related: No; Address: 168 Oxmoor Road, Homewood, AL 35209; Nature of Business: Real Estate; Position: Partner; Start Date: 9/1/2025; Hrs/mo.: 1; Hrs/mo during trading hours: 1; Duties: Help building function efficiently.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-12 |
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