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314 Magnolia Avenue Ste 300, Fairhope, AL 36532 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-12 |
Branch Locations
314 Magnolia Avenue Ste 300, Fairhope, AL 36532 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capfinancial Partners, Llc | Raleigh | NC | 09/2021 | 11/2022 |
| Covenant Multi-Family Offices Llc | San Antonio | TX | 09/2019 | 09/2021 |
| Reliance Bank Limited | State College | PA | 07/2018 | 07/2019 |
| Texas A&M University | College Station | TX | 08/2014 | 05/2018 |
| Stone Oak Wealth Management, Llc | San Antonio | TX | 12/2022 | 01/2026 |
| Naviant Partners, Llc | Longview | TX | 01/2026 | Present |
1) MONAT Global Corp.; Not investment-related; Doral, FL. 33172; Haircare, skincare & makeup products; Independent Market Partner; 09/14/2023; 1 hour per month; 0 during trading hours; Promote MONAT haircare, skincare & makeup products to consumers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-06 |
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