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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 | 2025-02-20 |
Branch Locations
22 Inverness Center Parkway Suite 135, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc | Birmingham | AL | 07/2023 | 02/2025 |
| Concourse Financial Group Securities Inc | Birmingham | AL | 08/2023 | 02/2025 |
| Ella Valley Wealth Advisors | Birmingham | AL | 07/2023 | Present |
| Taylor University | Upland | IN | 08/2018 | 06/2023 |
| Westminster Academy High School | Ft Lauderdale | FL | 08/2014 | 06/2018 |
| Cetera Wealth Services, Llc | Birmingham | AL | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
ELLA VALLEY WEALTH ADVISORS; Investment Related; 22 Inverness Center Parkway, Suite 135, Birmingham, AL 35243; Financial Services; Administrative Support; Start Date 07/2023; 155 hours per month with the majority of those hours per month occurring during trading hours; Reviewing and submitting account paperwork, speaking to clients regarding the paperwork process, reviewing policies, processes and procedures for our firm.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-01 |
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