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10800 Sikes Place Suite 110, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-05-01 |
Branch Locations
10800 Sikes Place Suite 110, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Byars & Associates, Inc | Jasper | AL | 05/2006 | 02/2019 |
| The Mortgage Center Inc | Cullman | AL | 06/2004 | 02/2019 |
| Blackwater Advisory Group Llc | Jasper | AL | 01/2016 | 02/2019 |
| Blackwater Financial, Llc | Jasper | AL | 01/2016 | Present |
| Specialized Advisors Llc | Dallas | TX | 03/2019 | 10/2019 |
| Jd Mellberg Llc | Tucson | AZ | 01/2019 | Present |
| Brookstone Capital Management | Wheaton | IL | 10/2019 | 05/2025 |
| Insight Folios | Charlotte | NC | 05/2025 | Present |
JD MELLBERG LLC-INDEPENDENT INSURANCE AGENT, TUCSON AZ, START DATE: 01/2019 TO PRESENT, APPROXIMATELY 25 HOURS A WEEK DURING TRADING HOURS Owns rental property and receives rental income. Start Date: 01/2016, Blackwater Financial, LLC, Not Investment Related, 1065 Greendale Drive, Helena, AL, 35022, Insurance & Annuity Sales / Owner, 120 hours per month during trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-01-20 |
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