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Current Employers
Vulcan Value Partners Llc

Three Protective Center 2801 Highway 280 South, Ste 300, Birmingham, AL 35223 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-08-29
AL RA APPROVED 2022-08-26
  • TX RA
    APPROVED_RES
    Since 2022-08-29
  • AL RA
    APPROVED
    Since 2022-08-26

Branch Locations

Three Protective Center 2801 Highway 280 South, Ste 300, Birmingham, AL 35223 • 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
Investment Distributors, Inc./Protective Life Birmingham AL 07/2015 11/2020
Private Client Services Birmingham AL 11/2020 07/2022
Rfg Advisory, Llc Vestavia Hills AL 11/2020 07/2022
Alps Distributors, Inc. Denver CO 08/2022 09/2025
Vulcan Value Partners, Inc. Birmingham AL 07/2022 Present
Paralel Distributors Llc Denver CO 09/2025 Present
  • 07/2015 → 11/2020
    Investment Distributors, Inc./Protective Life
    Birmingham, AL
  • 11/2020 → 07/2022
    Private Client Services
    Birmingham, AL
  • 11/2020 → 07/2022
    Vestavia Hills, AL
  • 08/2022 → 09/2025
    Alps Distributors, Inc.
    Denver, CO
  • 07/2022 → Present
    Vulcan Value Partners, Inc.
    Birmingham, AL
  • 09/2025 → Present
    Paralel Distributors Llc
    Denver, CO
Previous Registrations
  • 2020-11-17 → 2022-08-01
    Vestavia Hills, AL
  • 2012-04-10 → 2015-07-10
    Pnc Managed Account Solutions, Inc.
    Birmingham, AL
  • 2006-08-01 → 2012-04-02
    Concourse Financial Group Securities, Inc.
    Birmingham, AL
    Birmingham, AL
Other Businesses

1) Vulcan Value Partners, LLC.; Investment-Related; Three Protective Center 2801 Highway 280 South, Suite 300 Birmingham, AL 35223; Registered Investment Advisor Compliance Officer; 07/2022; 160 HRS/MON; 160 HRS/MON During Trading Hours; Compliance Officer for Registered Investment Advisor - compliance oversight, marketing review, regulatory filings, compliance training for registered Representatives. 2) Self; Not-Investment Related; Address on File; Selling Music and Music Memorabilia from Rented Booth in Antique Mall; 09/2020; 20 HRS/MON; None During Trading Hours; Procuring and Selling Items.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-08-31
S66 Uniform Combined State Law Examination 2006-07-31
  • S63 Uniform Securities Agent State Law Examination
    2021-08-31
  • S66 Uniform Combined State Law Examination
    2006-07-31
Other Names
  • Ashley Mann
  • James Mann

View on SEC IAPD

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