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One North Brentwood Boulevard Suite 850, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-09-04 |
Branch Locations
One North Brentwood Boulevard Suite 850, St. Louis, MO 63105 • United States
Shades Creek Plaza 850 Shades Creek Parkway, Suite 310, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Birmingham | AL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Birmingham | AL | 11/2016 | 10/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Birmingham | AL | 10/2020 | 09/2025 |
| Bank Of America, N.A. | Birmingham | AL | 01/2021 | 09/2025 |
| Benjamin F Edwards & Co, Inc | Birmingham | AL | 09/2025 | Present |
I*2028273, Entity Type Fiduciary , Name of OBA: HBS and KVS JTWROS Address: Birmingham, Alabama, 35223 Investment Related: yes Position, Title, Association: Power of Attorney Employee Start Date:Oct-02-2024 No Hours: 1 yearly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-09 |
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