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2000 Southlake Park Suite 200, Hoover, AL 35244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2021-01-06 |
Branch Locations
500 E. Commerce Street, Greenville, AL 36037 • United States
2000 Southlake Park Suite 200, Hoover, AL 35244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| (Dba) Ronald D. Paulk & Associate | Greenville | AL | 10/1990 | Present |
| Concourse Financial Group Securities Inc | Greenville | AL | 02/1995 | 02/2025 |
| (Dba) Benefit Planners, Inc | Greenville | AL | 01/1994 | Present |
| Truewealth Advisors | Greenville | AL | 01/2021 | Present |
| Cetera Wealth Services, Llc | Greenville | AL | 02/2025 | Present |
TRUEWEALTH LLC; Investment Related; 500 E Commerce Street, Greenville, AL 36037; Advisory; Financial Advisor; Start Date 01/2021; 100 hours, more or less, per month with the majority of those hours per month occurring during trading hours; Open and manage client advisory accounts. >> (dba) RONNIE D PAULK & ASSOCIATES; Investment Related; 500 East Commerce Street, Greenville, AL 36037;Financial Services; Owner/President; Start Date 09/1990; 50 hours per month with some hours per month occurring during trading hours; Sales and service of insurance and investments products. >> (dba) BENEFIT PLANNERS, INC.; Investment Related; 500 East Commerce Street, Greenville, AL 36037; Financial Services; Owner; Start Date 09/1990; 50 hours per month with some hours per month occurring during trading hours; Sales and service of insurance and investments products. >> POA; Investment Related; Fort Deposit, AL; Other; Power of Attorney (POA); Start Date 04/2019; 5 hours per month with varied time per month occurring during trading hours; I hold power of attorney for my mother.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-15 |
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