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Samuel Drayton Haskell

Colarion

Mountain Brook, AL

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Current Employers
Colarion

2914 Cahaba Village Place, Mountain Brook, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2017-11-20
  • AL RA
    APPROVED
    Since 2017-11-20

Branch Locations

2914 Cahaba Village Place, Mountain Brook, AL 35243 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ewing Asset Management, Llc Charlotte NC 07/2016 05/2017
Colarion Llc Birmingham AL 05/2017 Present
Tlt Group, Llc Birmingham AL 09/2015 06/2017
  • 07/2016 → 05/2017
    Ewing Asset Management, Llc
    Charlotte, NC
  • 05/2017 → Present
    Colarion Llc
    Birmingham, AL
  • 09/2015 → 06/2017
    Tlt Group, Llc
    Birmingham, AL
Previous Registrations
  • 2021-12-15 → 2023-12-31
    Jhh Wealth, Llc
    Greenville, SC
    Vestavia, AL
  • 2017-01-06 → 2017-09-13
    Jhh Wealth, Llc
    Birmingham, AL
    Greenville, SC
  • 2016-07-21 → 2016-12-31
    Jhh Wealth, Llc
    Birmingham, AL
    Greenville, SC
  • 2014-08-27 → 2015-03-18
    Intl Advisory Consultants Inc.
    Birmingham, AL
Other Businesses

Samuel D. Haskell is currently also a principal of Sipco LLC, a real estate investment firm. Located: AL He spends approximately 10% of his time on this activity. Mr. Haskell further serves on the boards of CommerceOne Bank, a community bank located in Birmingham, AL and Janover, Inc. in Miami, FL. Mr. Haskell has a 49% ownership in jhh wealth, LLC and serves as CIO without additional compensation Located: Greenville, SC He spends approximately 20% of his time on this activity Mr. Haskell is 85% owner of Owner Maintenance LLC as of 9/1/24: 3 hours/week - No compensation but may receive dividends in the future. Not investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-08-18
S63 Uniform Securities Agent State Law Examination 2000-09-27
  • S65 Uniform Investment Adviser Law Examination
    2014-08-18
  • S63 Uniform Securities Agent State Law Examination
    2000-09-27

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