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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-09-22 |
Branch Locations
622 Atlantic Ave., Morris, MN 56267 • United States
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2000 | 11/2017 |
| Lpl Financial Llc | Morris | MN | 11/2017 | 09/2023 |
| Edward Jones | St Louis | MO | 05/2000 | 11/2017 |
| Strategic Wealth Group Ria Llc(Dba:VAlor Financial Partners Llc) | Morris | MN | 10/2017 | 08/2019 |
| Advisors' Pride Inc. | Morris | MN | 08/2019 | 10/2022 |
| Gateway Wealth Partners, Llc | Morris | MN | 10/2022 | 09/2023 |
| Oneascent Financial Services Llc | Birmingham | AL | 09/2023 | Present |
1) Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-27 |
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