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125 South 4Th Street, Norfolk, NE 68701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2017-08-14 |
Branch Locations
418 1St Ave Se, Cullman, AL 35055 • United States
125 South 4Th Street, Norfolk, NE 68701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jeb Williamson Cpa Llc | Cullman | AL | 10/2004 | 08/2025 |
| Wealth Management, Llc | Norfolk | NE | 06/2017 | Present |
| Stroup & Associates Cpas | Cullman | AL | 08/2025 | Present |
Bearden, Stroup & Associates CPAs LLC - not investment related - LLC - 418 1st Ave SE Cullman, AL 35055 - CPA Office - CPA - 08/2025 - Approx 160 hours monthly/Approx 140 hours monthly during securities trading hours - CPA Tax and consulting. Cullman Regional Foundation - not investment related - non profit - not investment related - board member - 1912 Alabama Hwy 157 Cullman, AL 35055 - Approx. 2 hours monthly/Approx. 2 hours monthly during securities trading hours - board member Cullman Housing Authority - not investment related - commissioner/board member - 408 Cleveland Ave SW Cullman, AL 35055 - Approx. 2 hours monthly/Approx. 0 hours during securities trading hours - oversite and management as in independent appointed board member.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-14 |
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