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Megan Louise Warren

Opal Advisory LLC

Birmingham, AL

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Current Employers
Opal Advisory Llc

1914 Third Ave. North Unit C-1, Birmingham, AL 35203 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2024-08-21
  • AL RA
    APPROVED
    Since 2024-08-21

Branch Locations

1914 Third Ave. North Unit C-1, Birmingham, AL 35203 • 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
Pacific West Financial Klamath Falls OR 01/2006 04/2019
Opal Investments Inc. Birmingham AL 03/2022 Present
Opal Advisory Llc Birmingham AL 08/2024 Present
Degroot Investment Advisors Klamath Falls OR 04/2019 03/2022
  • 01/2006 → 04/2019
    Pacific West Financial
    Klamath Falls, OR
  • 03/2022 → Present
    Opal Investments Inc.
    Birmingham, AL
  • 08/2024 → Present
    Opal Advisory Llc
    Birmingham, AL
  • 04/2019 → 03/2022
    Degroot Investment Advisors
    Klamath Falls, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-26
  • S65 Uniform Investment Adviser Law Examination
    2024-06-26
Other Names
  • Megan Louise Clinton

View on SEC IAPD

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MELANIE SHIRLEY DICKINSON
BRENNA ROSE PRITCHETT

Other Offices

THRIVENT INVESTMENT MANAGEMENT INC. · BIRMINGHAM, AL
PFS INVESTMENTS INC. · HOOVER, AL
PMD ADVISORY · HOOVER, AL
CETERA INVESTMENT ADVISERS LLC · BIRMINGHAM, AL
CETERA INVESTMENT ADVISERS LLC · HOOVER, AL
NFSG CORPORATION · HOOVER, AL
STATE FARM INVESTMENT MANAGEMENT CORP. · Hoover, AL
PFS INVESTMENTS INC. · HOOVER, AL

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