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1609 West Main St, Russellville, AR 72801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-25 |
| CA | RA | APPROVED | 2022-06-01 |
| GA | RA | APPROVED | 2019-11-19 |
Branch Locations
1609 West Main St., Russellville, AR 72801 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers | Riverdale | GA | 07/1976 | Present |
| Woodstock Financial Group | Woodstock | GA | 01/2010 | 11/2019 |
| St. Bernard Financial Services, Inc. | Russellville | AR | 11/2019 | Present |
1.Insurance Agent for FMOs & IMOs; investment related; 977 Steeplechase Lane, Riverdale, GA 30296; offer and sell non securities insurance; Sole Proprietor; started 1984; devotes approximately 8 hours a month which 4 hours are during trading hours; duties include offer and selling non securities insurance 2.City of Riverdale Zoning Appeals Board; not investment related; 7200 Church Street, Riverdale, GA 30274; City Gov't of Riverdale zoning appeals board; member of city zoning board; started 2017; usually devotes 0 hours a month; duties includes sit on zoning board of Riverdale, GA and review zoning laws for city after someone was denied. 3. Clayton County Water Authority 1600 Battle Creek Rd, Marrow GA 30260 County Water Board Member, Started 5/1/21. 2-3 hours a month during trading hours. 4.3. Clayton County Development Authority, 1588 Westwood Way, Marrow GA 30260 Business Development Board Member, Started 5/1/21. 0 hours a month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1981-02-16 |
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