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1535 Honeysuckle Road, Dothan, AL 36305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-02-28 |
| FL | RA | APPROVED | 2022-02-23 |
| AL | RA | APPROVED | 2022-02-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Magnolia Wealth Management | Dothan | AL | 12/2021 | Present |
| Midsouth Bank | Dothan | AL | 08/2018 | 12/2021 |
| Troy University | Troy | AL | 08/2014 | 12/2019 |
Provides Insurance through the firm, not investment related, Insurance Agent, Started January 2024, 5 hours or less a month which may or may not be during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-04 |
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