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350 Leavell Circle, Montgomery, AL 36117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-07-08 |
Branch Locations
1820 East University Drive, Auburn, AL 36830 • United States
350 Leavell Circle, Montgomery, AL 36117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invista Advisors | Montgomery | AL | 06/2023 | Present |
| Machen Mcchesney | Auburn | AL | 09/2022 | Present |
| Opsahl Dawson | Vancouver | WA | 12/2019 | 08/2022 |
| Borland Benefield, P.C. Fka Lovoy, Summerville & Shelton | Auburn | AL | 12/2014 | 12/2019 |
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