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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
201 Office Park Dr Suite 300, Birmingham, AL 35223-2424 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westrock Corp | Stevenson | AL | 03/2018 | Present |
| International Paper | Selma | AL | 06/2010 | 02/2018 |
| Lincoln Financial Advisors | Birmingham | AL | 04/2022 | 01/2025 |
| Osaic Wealth, Inc. | Birmingham | AL | 01/2025 | Present |
1) WESTROCK 1611 COUNTY ROAD 85 STEVENSON AL CATEGORY: RETAIL SALES, SERVICE INDUSTRY INVESTMENT RELATED: NO TITLE: MANAGER DUTIES: MANAGE HOURLY AND SALARY EMPLOYEES OF A PAPER MANUFACTURING PLANT START DATE: 03/2018 HOURS PER MONTH: 50 HOURS PER MONTH DURING TRADING HOURS: 40 2) PROJECT BUILT POSITION: Counsel Member NATURE: Non-Profit (501c) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/26/2025 ADDRESS: 2700 S Gilbert Rd, Unit 5, Chandler AZ 85286, United States DESCRIPTION: Will be providing input and guidance around a program implemented by corporations to improve the mental and physical health of employees. The aim is to reduce addiction and suicides within the construction industry through better and more supportive programs. 3) FLYING V FINANCIAL POSITION: Agent NATURE: I will market, promote, sell and receive commissions for the following traditional, non-variable life and annuityproducts, to include fixed annuities, indexed annuities, medical, health, dental, disability, and long-term care insurance,through either Highland Capital or an outside insurance agency. INVESTMENT RELATED: No NUMBER OF HOURS: 85 SECURITIES TRADING HOURS: 85 START DATE: 05/01/2026 ADDRESS: 201 Office Park Dr, Birmingham AL 35223-2437, United States DESCRIPTION: Market, Promote, sell and receive commissions from the sale of these products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-04 |
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