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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-07-24 |
Branch Locations
350 Leavell Cir., Montgomery, AL 36117 • United States
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
350 Leavell Circle, Montgomery, AL 36117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2017-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Montgomery | AL | 06/2014 | Present |
| Saucy Marketing, Llc | San Diego | CA | 09/2016 | 12/2016 |
| Mcdonald Financial Services Llc(Dba:MCdonald &Hagen Wealth Mgmt) | Montgomery | AL | 02/2017 | Present |
| Waverly Advisors, Llc | Birmingham | AL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-16 |
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