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314 Magnolia Avenue Suite 200, Fairhope, AL 36532 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-24 |
Branch Locations
314 Magnolia Avenue Suite 200, Fairhope, AL 36532 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Augusta | GA | 08/2013 | 05/2017 |
| Self Employed | Naples | FL | 06/2017 | 01/2023 |
| Hightower Advisors | Chicago | IL | 04/2023 | 06/2023 |
| Gyroscope Capital Management Group | Naples | FL | 08/2023 | 10/2023 |
| First Trust Investment Solutions Lp | Naples | FL | 10/2023 | 11/2024 |
| First Trust Advisors L.P. | Naples | FL | 11/2024 | 01/2025 |
| Aptus Capital Advisors, Llc | Naples | FL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-29 |
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