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3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-29 |
Branch Locations
3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
25 S Arizona Place Floor 5, Chandler, AZ 85225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Target | Gilbert | AZ | 11/2025 | 01/2026 |
| Unemployed | Gilbert | AZ | 09/2025 | 05/2026 |
| Veeya, Llc | Phoenix | AZ | 09/2023 | 08/2025 |
| Super Home, Inc | Gilbert | AZ | 01/2022 | 09/2023 |
| Rh Systems | Gilbert | AZ | 02/2020 | 12/2021 |
| Lifestyle Integrity, Llc | Gilbert | AZ | 06/2019 | 02/2020 |
| 2 Rivers Church | Gilbert | AZ | 06/2017 | 05/2019 |
| Mosaic Employment Agency | Canberra | 11/2016 | 05/2017 | |
| Unemployed | Gilbert | AZ | 07/2016 | 10/2016 |
| Eversource Wealth Advisors | Birmingham | AL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-02 |
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