Best Investors Account Sign in
Current Employers
Eversource Wealth Advisors, Llc

3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2026-06-12
  • AL RA
    APPROVED
    Since 2026-06-12

Branch Locations

3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States

174 Oxmoor Road, Birimingham, AL 35209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2020 → 01/2023
    Birmingham, AL
  • 08/2015 → Present
    The Common Thread Community (Non-Profit)
    Homewood, AL
  • 01/2023 → Present
    Stewardly
    Birmingham, AL
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-12
  • S65 Uniform Investment Adviser Law Examination
    2026-06-12

View on SEC IAPD

More in Birmingham, AL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor