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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-03-31 |
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
216 Summit Blvd Suite 218, Birmingham, AL 35243-3507 • United States
Birmingham, AL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regions Investment Solutions | Birmingham | AL | 11/2015 | 01/2017 |
| Northwestern Mutual Investment Services Llc | Hoover | AL | 02/2017 | 03/2022 |
| Charles Andrews | Hoover | AL | 06/2014 | 02/2017 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2017 | 03/2022 |
| Morgan Stanley Smith Barney Llc | Destin | FL | 04/2022 | 02/2025 |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2022 | 02/2025 |
| Fidelity Investments | Birmingham | AL | 02/2025 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-05 |
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