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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-03-21 |
Branch Locations
781 Chestnut Park Lane, Hoover, AL 35226 • United States
Bessemer, AL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baw Sports (Bike Link Of Hoover) | Hoover | AL | 05/2019 | 09/2022 |
| St. Joseph Catholic School | Madison | MS | 08/2017 | 05/2019 |
| Pisgah High School | Brandon | MS | 08/2015 | 07/2017 |
| Valic Financial Advisors, Inc. | Birmingham | AL | 09/2022 | 07/2023 |
| Agia | Houston | TX | 12/2022 | 07/2023 |
| Cetera Advisors Llc | St Cloud | MN | 08/2023 | Present |
| Trousdale's Math Tutoring | Bessemer | AL | 10/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
| Totus Wealth Management | Hoover | AL | 04/2024 | Present |
| Inspired Wealth Solutions | Hoover | AL | 08/2023 | 06/2024 |
| Great Scott Consulting, Llc D/B/A Totus Wealth Manage | Bessemer | AL | 08/2026 | Present |
1. NAME OF OTHER BUSINESS: TOTUS WEALTH MANAGEMENT; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 8/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: TROUSDALE'S MATH TUTORING; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: MATH TUTORING; START DATE: 10/2023; POSITION/TITLE/RELATIONSHIP: MATH TUTOR; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: 7TH THRU 12TH GRANDE MATH TUTORING, MATH ACT PREP; 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 04/2024; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 4. NAME OF OTHER BUSINESS: GREAT SCOTT CONSULTING, LLC D/B/A TOTUS WEALTH MANAGE ; INVESTMENT RELATED: YES ; ADDRESS: 4644 CLUBVIEW DR BESSEMER, AL 35022 ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 8/3/2026 ; POSITION/TITLE/RELATIONSHIP: PRESIDENT ; APX NUMBER OF HOURS PER WEEK: 5 ; APX NUMBER OF HOURS DURING TRADING HOURS:5 ; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES- DAY TO DAY WORK & OVERSEE BUSINESS ;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-10 |
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