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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-03-08 |
Branch Locations
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 |
|---|---|---|---|---|
| G-34 Force Protection, Hqda G-3/5/7, United States Army | Washington | DC | 10/2015 | 07/2017 |
| 84Th Training Command, United States Army | Fort Knox | KY | 08/2017 | 07/2019 |
| U.S. Army Training And Doctrine Command | Fort Eustis | VA | 07/2019 | 11/2020 |
| The Nalls Sherbakoff Group, Llc | Knoxville | TN | 10/2021 | 02/2023 |
| K2 Tech Group | Columbia | SC | 11/2020 | Present |
| Converse University | Spartanburg | SC | 05/2021 | Present |
| Oneascent Financial Services | Greenville | SC | 02/2024 | Present |
Name of business: Whitestone Morgan, LLC. Non-investment related. Address: 502 Spring Meadow Road, Simpsonville, SC 29680. Business consulting related to organizational design and development. Owner and Primary Consultant. Start date: February 2024. Number of hours per month: 10. Number of hours during trading hours: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-01 |
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