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2301 Morris Avenue Suite 105, Birmingham, AL 35203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-12 |
| AL | RA | APPROVED | 2015-05-27 |
Branch Locations
2301 Morris Avenue Suite 105, Birmingham, AL 35203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Martin Farm | Courtland | AL | 01/1993 | Present |
| Albemarle Corporation | Courtland | AL | 01/1993 | Present |
| Rockhouse, Llc | Courtland | AL | 01/2008 | Present |
| Dmc Group, Llc | Birmingham | AL | 08/2014 | Present |
DONIE CARLSON SERVES AS A PARTNER OR AGENT OF SEVERAL ENTITIES (ALBEMARLE CORPORATION, MARTIN FARM AND ROCKHOUSE, LLC) RELATED TO THE FAMILY FARM AND ITS OPERATIONS, AND SPENDS 5 HOURS A MONTH, NONE DURING TRADING HOURS, ENGAGED IN RESPONSIBILITIES DIRECTLY RELATED TO THE FAMILY FARM AS REQUIRED. IT IS NOT AN INVESTMENT-RELATED BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-18 |
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