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300 Office Park Drive Suite 230, Mountain Brook, AL 35223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-10-03 |
Branch Locations
300 Office Park Drive Suite 230, Mountain Brook, AL 35223 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Scf Securities, Inc. | Fresno | CA | 07/2016 | 07/2017 |
| Scf Investment Advisors, Inc. | Fresno | CA | 07/2016 | 07/2017 |
| Dfpg Investments, Inc | Sandy | UT | 11/2017 | 11/2017 |
| Innovation Partners Llc | Charlotte | NC | 12/2017 | 05/2018 |
| Canterbury Investment Advisors Llc | Mountain Brook | AL | 02/2018 | Present |
| Innovation Partners Llc | Charlotte | NC | 01/2018 | 05/2018 |
| Paul Abele, Sole Proprietor | Mountain Brook | AL | 01/1985 | Present |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 07/2017 | 10/2017 |
| Advisory Services Network Llc | Atlanta | GA | 10/2022 | 04/2023 |
| Investment Advisor Group | Hancock | NY | 04/2023 | 09/2023 |
Paul Abele, Sole Proprietor; Investment Related; Mountain Brook, AL; Insurance Agent; Fixed Insurance Sales; Started 01/1985;Approximately 25% of his time is spent on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 1985-01-25 |
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