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54 S. Greeno Road, Fairhope, AL 36532 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-12-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Niceville | FL | 11/2022 | 02/2023 |
| Blackwell Realty, Inc | Daphne | AL | 05/2022 | 12/2023 |
| Berkshire Hathaway Homeservices Penfed Realty | Santa Rosa Beach | FL | 09/2020 | 11/2023 |
| United States Air Force | Eglin Afb | FL | 07/2014 | 09/2021 |
| Swan Capital, Llc | Pensacola | FL | 06/2023 | 10/2023 |
| Primerica Financial Services | Niceville | FL | 11/2021 | 02/2023 |
| Cetera Investment Services Llc | Saint Cloud | MN | 01/2024 | 04/2024 |
| Regions Bank | Mobile | AL | 01/2024 | 04/2024 |
| Cetera Investment Advisers Llc | Mobile | AL | 01/2024 | 04/2024 |
| Brown Financial Advisory | Fairhope | AL | 04/2024 | 12/2024 |
| Brown Financial Advisory | Fairhope | AL | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-11 |
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