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2914 Cahaba Village Place, Mountain Brook, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2017-11-20 |
Branch Locations
2914 Cahaba Village Place, Mountain Brook, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-27 |
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