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3410 Independence Drive, Birmingham, AL 35209-5604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2007-03-06 |
| AL | RA | APPROVED | 2006-01-26 |
Branch Locations
3410 Independence Drive, Birmingham, AL 35209-5604 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 01/2001 | Present |
| Money Management Services, Inc. | Birmingham | AL | 09/1992 | Present |
PRESIDENT & CCO OF MONEY MANAGEMENT SERVICES, INC., A REGISTERED INVESTMENT ADVISER; REGISTERED REPRESENTATIVE OF TRIAD ADVISORS, INC., AN NASD-REGISTERED BROKER/DEALER; SOLE PROPRIETOR OF A FARMING AND CONTRACTOR GRADING BUSINESS; HOLDS VARIOUS INSURANCE LICENSES WITH VARIOUS INSURANCE COMPANIES. THE RICE GROUP, INC. DIRECTOR/PRESIDENT/SHAREHOLDER, 2181 HULL RD. SUMITON, AL 35148, INSURANCE RELATED SALES, AGENT LICENSED- AL
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-10-26 |
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