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700 Corporate Parkway, Birmingham, AL 35242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-07-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert Trent Jones | Mobile | AL | 03/2023 | 07/2023 |
| Wells Fargo Bank | Mobile | AL | 09/2022 | 03/2023 |
| Unemployed | Birmingham | AL | 06/2022 | 08/2022 |
| Strategic Financial Partners | Birmingham | AL | 05/2021 | 07/2021 |
| Strategic Financial Partners | Birmingham | AL | 12/2020 | 01/2021 |
| Strategic Financial Partners | Birmingham | AL | 05/2020 | 07/2020 |
| Inverness Country Club | Birmingham | AL | 05/2016 | 08/2018 |
| Indian Springs | Pelham | AL | 08/2013 | 05/2018 |
| Osaic Wealth, Inc. | Birmingham | AL | 08/2024 | Present |
| Southern Financial Group, Llc | Birmingham | AL | 08/2023 | Present |
| Southern Financial Group, Llc | Birmingham | AL | 07/2026 | Present |
| Inverness Country Club | Birmingham | AL | 05/2019 | 08/2019 |
| Spring Hill College | Mobile | AL | 08/2018 | 05/2022 |
1) Southern Financial Group; investment related;700 Corporate Parkway, Birmingham AL 35242;llc;executive assistant;8/7/2023;160 hrs/month;130 hrs during trading; financial planning support, administrative paperwork 2) Osaic Wealth, Inc; investment related; 2300 Windy Ridge Pkwy Ste 750, Atlanta, GA 30339; Broker-Dealer; Non-Producing Registered Rep, 08/23/2024; 0hrs/month
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