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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| AL | RA | APPROVED | 2023-11-09 |
Branch Locations
2917 Central Ave Suite 211, Birmingham, AL 35209 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Birmingham | AL | 08/2016 | 11/2023 |
| Raymond James Financial Services Advisors Inc. | Birmingham | AL | 08/2016 | 11/2023 |
| Longbow Capital Partners, Llc | Birmingham | AL | 08/2016 | Present |
| Non-Variable Insurance | Birmingham | AL | 09/2016 | Present |
| Commonwealth Financial Network | Waltham | MA | 11/2023 | Present |
1. Fixed insurance sales; as of 11/6/2023; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, Longbow Capital Partners, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 08/04/2016; 1% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-22 |
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