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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2021-02-18 |
Branch Locations
600 University Park Place, Suite 350, Homewood, AL 35209 • 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 |
|---|---|---|---|---|
| Raymond James Financial Svcs. | Birmingham | AL | 04/2000 | Present |
| Hewlett Davidson & Associates, Llc | Birmingham | AL | 04/2000 | 12/2016 |
| Promoting Industry Software | Birmingham | AL | 01/2004 | Present |
| Insurance-Non Variable | Birmingham | AL | 09/2010 | Present |
| Hewlett Davidson Powell Llc | Birmingham | AL | 03/2007 | 12/2016 |
| Hewlett Davidson Powell Llc | Birmingham | AL | 06/2009 | 12/2016 |
| Ez-Adviser | Birmingham | AL | 01/2004 | Present |
| Southwestern Investment Group | Birmingham | AL | 03/2017 | Present |
| Southwestern Investment Advisory Services | Birmingham | AL | 03/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-31 |
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