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Auburn, AL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-04-06 |
Branch Locations
Auburn, AL • United States
2372 East University Drive Unit 102, Auburn, AL 36830 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-05 |
| GA | RA | APPROVED | 2014-05-06 |
| AL | RA | APPROVED | 2014-04-14 |
Branch Locations
2372 East University Drive Unit 102, Auburn, AL 36830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lipscomb Investment Group, Llc | Auburn | AL | 05/2015 | Present |
| Lipscomb Wealth Partners, Llc | Auburn | AL | 01/2026 | 04/2026 |
| Cork Tree Wealth Partners, Llc | Auburn | AL | 04/2026 | Present |
1) NAME AND ADDRESS OF OTHER BUSINESS - PxL FAMILY OFFICE, LLC; 2372 EAST UNIVERSITY DR. AUBURN, AL 36830; NATURE OF BUSINESS - FAMILY OFFICE JOINT VENTURE WITH PIVOTAL FINANCE; INVESTMENT RELATED - YES; START DATE - APRIL 2024; POSITION - CO-OWNER; APPROXIMATE NUMBER OF HOURS SPENT ON THIS BUSINESS PER MONTH - 1; APPROXIMATE NUMBER OF HOURS SPENT ON THIS DURING TRADING HOURS PER MONTH - 0 2) NAME AND ADDRESS OF OTHER BUSINESS - LIPSCOMB AGENCY; 2372 EAST UNIVERSITY DR. AUBURN, AL 36830; NATURE OF BUSINESS - INSURANCE; INVESTMENT RELATED - NO; START DATE JANUARY 2023; POSITION - 50% OWNER; APPROXIMATE NUMBER OF HOURS SPENT ON THIS BUSINESS PER MONTH - 1; APPROXIMATE NUMBER OF HOURS SPENT ON THIS DURING TRADING HOURS PER MONTH - 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-12 |
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