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Current Employers
Cork Tree Wealth Partners, Llc

Auburn, AL • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2026-04-06
  • AL RA
    APPROVED
    Since 2026-04-06

Branch Locations

Auburn, AL • United States

Lipscomb Investment Group, Llc

2372 East University Drive Unit 102, Auburn, AL 36830 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-01-20
AL RA APPROVED 2022-01-12
  • GA RA
    APPROVED
    Since 2022-01-20
  • AL RA
    APPROVED
    Since 2022-01-12

Branch Locations

2372 East University Drive Unit 102, Auburn, AL 36830 • 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
Pharmavite Llc Opelika AL 10/2013 09/2021
Lipscomb Investment Group, Llc Auburn AL 10/2021 Present
Lipscomb Wealth Partners, Llc Auburn AL 01/2026 04/2026
Cork Tree Wealth Partners, Llc Auburn AL 04/2026 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-12
  • S65 Uniform Investment Adviser Law Examination
    2022-01-12

View on SEC IAPD

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