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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-07-07 |
Branch Locations
200 Clinton Avenue West, Huntsville, AL 35801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Huntsville | AL | 08/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Huntsville | AL | 11/2016 | 01/2023 |
| Wells Fargo Advisors Financial Network, Llc | Decatur | AL | 01/2023 | 02/2024 |
| Lpl Financial Llc | Huntsville | AL | 04/2024 | 08/2024 |
| United Community Bank | Huntsville | AL | 04/2024 | 08/2024 |
| Cetera Investment Services Llc | Saint Cloud | MN | 07/2025 | Present |
| Regions Bank | Huntsville | AL | 08/2024 | Present |
| Cetera Investment Advisers Llc | Huntsville | AL | 07/2025 | Present |
1.) REGIONS BANK, WEALTH ADVISOR, CUSTOMER SERVICE, DEPOSIT ACCOUNTS, LOANS, AND CREDIT CARD APPLICATIONS. 2.) SECRETARY ON BOARD OF DIRECTORS FOR THE JUNIOR LEAGUE OF HUNTSVILLE, 3/HRS/WK. 3.) NON-EXECUTIVE BOARD MEMBER FOR HUNTSVILLE PILGRAMAGE ASSOCIATION, PRESERVATION OF MAPLE HILL CEMETARY, 1/HR/WK.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-19 |
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