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820 Shades Creek Parkway Suite 3200, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-05-31 |
| TX | RA | APPROVED | 2024-05-31 |
Branch Locations
820 Shades Creek Parkway Suite 3200, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 01/2022 | Present |
| Protective Life Corporation | Birmingham | AL | 07/2020 | 12/2021 |
| Unemployed | Birmingham | AL | 03/2020 | 07/2020 |
| International Code Council, Inc. | Birmingham | AL | 03/2017 | 03/2020 |
| Law Office Of Max C. Pope, Jr. | Birmingham | AL | 10/2006 | 03/2017 |
1) POWER OF ATTORNEY FOR MOTHER, LINDA SUSAN CUMBIE BARGANIER AND TRUSTEE OF DAUGHTER'S TRUST, THE DOROTHY CALLOWAY SMITH IRREVOCABLE TRUST 2) KIWANIS CLUB OF HOMEWOOD/MTN BROOK MEETS AT HOMEWOOD PUBLIC LIBRARY 1721 OXMOOR ROAD BIRMINGHAM, AL 35209, BOARD OF DIRECTORS, HELP TO PLAN ACTIVITIES OF THE CLUB. ATTEND MEETINGS AND VOLUNTEER ACTIVITIES. 1/24/2023, 5HRS/MO, NON-INVESTMENT RELATED. 3) HOMEWOOD PUBLIC LIBRARY 1721 OXMOOR RD, BIRMINGHAM, AL 35209, HOMEWOOD AL PUBLIC LIBRARY FOUNDATION BOARD, BOARD MEMBER- HELP EXECUTE FUNDRAISERS FOR THE LIBRARY. I DO NOT PROVIDE FINANCIAL ADVICE TO THE ORGANIZATION. MEMBER OF THE INVESTMENTS COMMITTEE - HELP OVERSEE THE FOUNDATION'S EVALUATION OF CONTEMPLATED INVESTMENTS ON BEHALF OF THE BOARD AND REPORT THE RESULTS OF SAID INVESTMENTS TO THE BOARD. 2/22/2023, 2HRS/MO, NON-INVESTMENT RELATED. 4) REALTY BENEFIT SERVICES 210 LAKE DRIVE EAST, SUITE 310 CHERRY HILL, NJ 08002, SALES ASSOCIATE, SALES OF TAX ACCOUNT PROGRAM FOR WHICH REALTY BENEFITS SERVICES COLLECTS THE ADMINISTRATION FEE, 02/22/2023, 10HRS/MO. 5) DERGALIS ASSOCIATES LLC 210 LAKE DRIVE EAST, SUITE 310 CHERRY HILL, NJ 08002, SALES ASSOCIATE, SALES OF GROUP AND INDIVIDUAL ANCILLARY PRODUCTS, 03/02/2023, 10 HRS/MO.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-15 |
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