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1120 2Nd Ave Sw, Cullman, AL 35055 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-09-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freedom Financial Coaching, Llc | Logan | UT | 05/2022 | 05/2023 |
| Utah State University | Logan | UT | 08/2020 | 06/2023 |
| Shekalaka | Huntsville | AL | 05/2018 | 08/2018 |
| Church Of Jesus Christ Of The Latter-Day Saints | Taichung | 10/2015 | 05/2018 | |
| Next Phase Advisors Llc | Cullman | AL | 09/2024 | Present |
| Al's Sporting Goods | Logan | NJ | 05/2023 | 03/2024 |
| Unemployed | Huntsville | AL | 03/2024 | 09/2024 |
| Utah Valley University | Orem | UT | 08/2018 | 06/2020 |
| Nolen Financial Group Llc | Cullman | AL | 09/2024 | Present |
Name of outside business: Nolen Financial Group LLC ; Is the business investment related: Yes; Location of the business: 1120 2nd Ave SW Cullman AL 35055 United States; Description of the business: Insurance Brokerage; Position Title: Agent; Responsibilities Duties: Make recommendations on Life insurance and/or fixed annuity products; Start date with business: 2024-09-01; Hours per month devoted to business during trading hours: 80; Hours per month devoted to business outside trading hours: 0;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-27 |
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