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600 Vestavia Parkway Suite 100, Vestavia Hills, AL 35216 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-07-30 |
Branch Locations
600 Vestavia Parkway Suite 100, Vestavia Hills, AL 35216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Bank | Birmingham | AL | 06/2024 | 08/2025 |
| Pwc | Birmingham | AL | 09/2020 | 06/2024 |
| Unemployed | Fort Mill | SC | 05/2020 | 09/2020 |
| The University Of Alabama | Tuscaloosa | AL | 08/2019 | 05/2020 |
| The University Of Alabama | Tuscaloosa | AL | 08/2015 | 05/2019 |
| Sunburst Financial Group, Llc | Vestavia Hills | AL | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-30 |
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