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3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-04-22 |
Branch Locations
3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stephens Inc. | Little Rock | AR | 06/2022 | 10/2023 |
| Invista Advisors | Montgomery | AL | 06/2021 | 08/2021 |
| Set To Sell | Birmingham | AL | 12/2018 | 03/2019 |
| Sweet Creek Farm Market | Montgomery | AL | 06/2017 | 07/2017 |
| Education | Montgomery | AL | 01/2012 | 05/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Birmingham | AL | 10/2023 | 04/2025 |
| Bank Of America, N.A. | Birmingham | AL | 12/2023 | 04/2025 |
| Eversource Wealth Advisors, Llc | Birmingham | AL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-22 |
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