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2000 Southlake Park Suite 200, Hoover, AL 35244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2021-03-05 |
Branch Locations
2707 Artie Street Sw, Building 200 Suite 12, Huntsville, AL 35805 • United States
2000 Southlake Park Suite 200, Hoover, AL 35244 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc | Birmingham | AL | 04/2013 | 02/2025 |
| (Dba) Legacy Planning | Huntsville | AL | 06/2013 | 03/2021 |
| (Dba) Truewealth Advisors | Huntsville | AL | 03/2021 | Present |
| Cetera Wealth Services, Llc | Huntsville | AL | 02/2025 | Present |
(dba) TRUEWEALTH ADVISORS; Investment Related; 2707 Artie Street, Ste 12, Huntsville, AL 35805; Financial Services; Financial Advisor; Start Date 03/2021; 15 to 25 hours per month with 3 to 7 of those hours per month occurring during trading hours; I offer fee-based investment advice and management services. >> As a part of my financial planning business, I am a licensed insurance agent with several insurance companies. Commission earnings from these companies are derived from life insurance premiums and are paid to me directly as an independent contractor. I am not an employee of any insurance company or other entity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-19 |
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