Ricky Wayne Mcquiston

Current Employers

Employment History

• 12/2003 → 02/2025
  Concourse Financial Group Securities Inc
  Birmingham, AL
• 01/1998 → Present
  (Dba) Highland Planning Group
  Birmingham, AL
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Birmingham, AL
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2003-12-02 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Birmingham, AL
  Birmingham, AL
  Birmingham, AL
  Birmingham, AL
  Birmingham, AL
  Birmingham, AL
  Birmingham, AL
  Birmingham, AL
• 2003-05-13 → 2004-02-23
  Peachtree Planning Advisors, Inc.
  Birmingham, GA
• 2001-02-28 → 2003-12-02
  Park Avenue Securities Llc
  Birmingham, AL

Other Businesses

(dba) HIGHLAND PLANNING GROUP INC; Investment Related; 4505 Pine Tree Circle, Suite 101, Birmingham, AL 35243; Financial, Insurance, and Investment Services; President/Owner/Employee/Affiliate; Start Date 01/1998; Average hours per month 160; Feasibility Studies for Qualified Retirement Plans, Retirement Income Planning Studies, Estate Analysis and Review, Individual and Group Life, Disability and Long-Term Care Insurance Analysis and Review. >> VISION FINANCIAL GROUP, INC.; Investment Related; 4505 Pine Tree Circle, Suite 201, Birmingham, AL 35243; Financial, Insurance and Investment Services; Affiliate; Start Date 01/2016; 20 hours per month with those 20 hours per month occurring during trading hours; Delivery of Insurance and Investment Products to the public such as, Feasibility Studies for Qualified and Non-Qualified Plans, Retirement Income Planning Studies, Estate Analysis and Review, Life, Disability, Long-Term Care Insurance Analysis and Review. >> ALABAMA-NAIFA; Investment Related; 28 Shades Crest Road, Birmingham, AL 35226; State Association for Insurance; Trustee, Image Builder Fund; Start Date 01/2016; 1 hour per month with that 1 hour per month occurring during trading hours; Promote Life Insurance and the advisors that represent the companies doing business in the state of Alabama. >> PERSONAL REPRESENTATIVE (EXECUTOR); Non-Investment Related; Anniston, AL 36201; Start Date 12/2022; No hours per month; Personal representative (Executor) in the last will and statement of an extended family member.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-10-20
• S63 Uniform Securities Agent State Law Examination
  2000-06-07

Designations