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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-07 |
| AL | RA | APPROVED | 2019-09-12 |
Branch Locations
Two North Twentieth St Suite 1400, Birmingham, AL 35203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sa Stone Wealth Management | Birmingham | AL | 07/2017 | 08/2019 |
| Raymond James Financial Services, Inc | Birmingham | AL | 09/2019 | Present |
| Raymond James Financial Services Advisors | Birmingham | AL | 09/2019 | Present |
| Zyia Active | Birmingham | AL | 09/2020 | 05/2022 |
| Intl Advisory Consultants Inc. ( | Birmingham | AL | 10/2010 | 12/2017 |
(1)Name of Business: Address: 2 20th St N Ste 1400, Birmingham, AL, 35203-4051, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 06/16/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: sold the product (2)Name of Business: Address: 2 20th St N Ste 1400, Birmingham, AL, 35203-4051, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/13/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Selling Term Life Insurance Product (3)Name of Business: Address: 2 20th St N Ste 1400, Birmingham, AL, 35203-4051, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 02/04/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Selling Term Life Insurance Product. (4)Name of Business: Address: 2 20th St N Ste 1400, Birmingham, AL, 35203-4051, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 06/18/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Selling Term Life Insurance Product (5)Name of Business: Birmingham Investment Group Address: 2 20th St N Ste 1400, Birmingham, AL, 35203-4051, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/15/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: minority owner, financial advisor (6)Name of Business: Ingram Whatley LLC Address: 2 20th St N Ste 1400, Birmingham, AL, 35203-4051, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: 10% ownerted: No Start Date: 09/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: 10% owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-24 |
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