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1 Metroplex Dr. Ste 120, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2018-05-26 |
Branch Locations
1 Metroplex Dr. Ste 120, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Designs | Birmingham | AL | 04/2016 | 08/2017 |
| Atticus Asset Management, Llc | Birmingham | AL | 02/2018 | 02/2018 |
| Stockbridge Wealth Partners | Birmingham | AL | 02/2018 | Present |
| Independent Insurance Agent | Birmingham | AL | 08/2017 | 02/2018 |
I am an independent insurance broker and transact insurance transactions for my clients. I broker life, disability, long term care insurance, for businesses and individuals. I receive commissions from insurance companies based on the transaction of an insurance product.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-31 |
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