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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-02-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Birmingham | AL | 02/2023 | 02/2025 |
| Wells Fargo Bank, Na | Birmingham | AL | 02/2023 | 02/2025 |
| Home Repairs, Etc. Llc | Birmingham | AL | 09/2018 | 07/2020 |
| Hoover Christian School | Hoover | AL | 08/2020 | 05/2021 |
| Amerilife | Mountain Brook | AL | 06/2021 | 10/2022 |
| Student - Hoover Christian School | Birmingham | AL | 02/2013 | 08/2019 |
| Unemployed | Birmingham | AL | 10/2022 | 02/2023 |
| Ae Wealth Management, Llc | Topeka | KS | 03/2025 | 03/2025 |
| Freedom Financial Group, Llc | Hoover | AL | 02/2025 | 03/2025 |
| Wells Fargo Bank, Na | Vestavia Hills | AL | 02/2023 | Present |
| Wells Fargo Clearing Services, Llc | Vestavia Hills | AL | 07/2025 | Present |
| Regions Bank | Pinson | AL | 02/2026 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 02/2026 | Present |
| Cetera Investment Advisers Llc | Pinson | AL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-27 |
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