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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-11-04 |
Branch Locations
850 Shades Creek Parkway Suite 300, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Birmingham | AL | 12/2022 | 03/2023 |
| Sb&W Llc | Birmingham | AL | 08/2022 | 12/2022 |
| Campus Outreach Birmingham | Birmingham | AL | 05/2020 | 08/2022 |
| Full-Time Student | Troy | AL | 08/2016 | 05/2020 |
| Spin Scooters | Troy | AL | 08/2019 | 03/2020 |
| Principal Life Insurance Company | Birmingham | AL | 03/2023 | 11/2024 |
| Principal Securities, Inc. | Birmingham | AL | 03/2023 | 11/2024 |
| Briarwood Presbyterian Church | Birmingham | AL | 05/2019 | 07/2019 |
| Ground Floor Coffee | Troy | AL | 01/2019 | 05/2019 |
| Walmart | Panama City Beach | FL | 05/2018 | 07/2018 |
| Troy University | Troy | AL | 04/2017 | 04/2018 |
| Hungry Howie's Pizza | Helena | AL | 01/2016 | 12/2018 |
| 2065 Wealth Management | Birmingham | AL | 07/2023 | 09/2024 |
| M Holdings Securities, Inc. | Portland | OR | 11/2024 | Present |
| United Health Care | Birmingham | AL | 11/2024 | Present |
1) Health Insurance; 194 Pebble Cir. Pelham, AL 35124; Sole Proprietor; Not investment related; Health Insurance Broker; Consult with companies for group health insurance; 11/01/2024; 1 hours per month; 0 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-26 |
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