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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-23 |
Branch Locations
4755 Cornell Rd, Cincinnati, OH 45241 • United States
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp | Tampa | FL | 10/2011 | 02/2018 |
| Brass Tax Wealth Management, Inc. | Blue Ash | OH | 11/2016 | 09/2025 |
| Schulte & Uhrig Cpas | Cincinnati | OH | 01/2017 | 09/2025 |
| Lpl Financial Llc | Blue Ash | OH | 02/2018 | 09/2025 |
| Waverly Advisors, Llc | Cincinnati | OH | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-07-02 |
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