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2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2022-05-13 |
Branch Locations
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| America's First Financial | Birmingham | AL | 03/2020 | 04/2022 |
| Northwestern Mutual | Birmingham | AL | 08/2019 | 02/2020 |
| Apex Valet | Birmingham | AL | 01/2016 | 02/2020 |
| The University Of Alabama At Birmingham | Birmingham | AL | 08/2015 | 04/2020 |
| Lpl Financial Llc | Birmingham | AL | 09/2020 | 04/2022 |
| Stonex Securities Inc. | Birmingham | AL | 05/2022 | Present |
| Stonex Advisors Inc. | Birmingham | AL | 05/2022 | Present |
1) T.H. Lankford Holdings, LLC - 1304 29th Street S Apt. 13 Birmingham, AL 35205 Nature of Business: Rental Property Investment Related: No Business Position: Owner Business Duties: Own property, landlord duties Business Start Date: 03/21/2023 Approximately three hours spent on this OBA monthly, with zero during market hours. 2) Highland Park Consulting Group - 1304 29th Street S Apt. 13 Birmingham, AL 35205 Nature of Business: Marketing, Website Design and Management, Social Media Management Investment Related: No Business Position: Owner Business Duties: Meet with small businesses to develop effective marketing, website design, and social media management. Business Start Date: 10/03/2023 Approximately 10 hours spent on this OBA monthly, with zero during market hours. 3) Atlas Private Wealth Partners - 2 Perimeter Park S Suite 500W Birmingham, AL 35243 Nature of Business: Provide financial advice, financial plans, advisory services. Investment Related: Yes Business Position: Founder & Financial Advisor Business Duties: I am the financial advisor. I meet with clients, recommend securities/strategies, build financial plans, facilitate implementation of financial plans with other professionals (tax, estate, insurance). Business Start Date: 05/30/2025 Approximately 120 hours spent on this OBA monthly; with 90 being spent during market hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-11 |
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