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Anthem, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-06-04 |
Branch Locations
400 Union Hill Drive Suite 350, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Apex Wealth Advisors Llc | New River | AZ | 05/2026 | Present |
| Barlow Wealth Advisory Group | Birmingham | AL | 03/2026 | Present |
| Unemployed | Birmingham | AL | 11/2025 | 02/2026 |
| Rfg Advisory | Birmingham | AL | 03/2024 | 10/2025 |
| Lewis Communications | Birmingham | AL | 07/2021 | 02/2024 |
| The University Of Alabama | Tuscaloosa | AL | 06/2020 | 05/2021 |
| The University Of Alabama | Tuscaloosa | AL | 08/2016 | 05/2020 |
| Jones Walker, Llp | Mobile | AL | 05/2019 | 08/2019 |
| Sullivan Appraisal Company | Mobile | AL | 05/2018 | 08/2018 |
| Dauphin Island Marina | Dauphin Island | AL | 05/2015 | 08/2017 |
MASON MUSIC FOUNDATION JUNIOR BOARD; NON-INVESTMENT RELATED; 2903 CAHABA ROAD, BIRMINGHAM, AL 35243; PLAN AND CARRY OUT FUNDRAISING EVENTS, REPRESENT ORGANIZATION TO THE COMMUNITY; 08/01/2024; 2 HRS/WK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-28 |
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