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205 N. Conception St., Mobile, AL 36603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-04-15 |
| TX | RA | APPROVED | 2019-11-06 |
| CO | RA | APPROVED | 2019-09-11 |
| IL | RA | APPROVED | 2019-08-12 |
| MA | RA | APPROVED | 2019-07-24 |
| VA | RA | APPROVED | 2019-05-21 |
| GA | RA | APPROVED | 2019-05-17 |
| CA | RA | APPROVED | 2019-05-14 |
| FL | RA | APPROVED | 2015-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Employee Fiduciary, Llc | Saint Petersburg | FL | 10/2011 | Present |
EMPLOYEE FIDUCIARY, LLC, THIS IS NOT AN INVESTMENT RELATED BUSINESS. THE FIRM IS LOCATED AT 205 N CONCEPTION STREET, MOBILE AL. 36603. THIS BUSINESS PROVIDES THIRD PARTY ADMINISTRATOR SERVICES TO 401K PLAN SPONSORS. POSITION AT THIS FIRM IS CLIENT SERVICES. BEGAN EMPLOYMENT 10/20/2011. THIS ROLE REQUIRES APPROXIMATELY 30 HOURS PER WEEK DURING TRADING HOURS. PROVIDES CLIENT SERVICE DUTIES TO BOTH THIS FIRM AND FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC,.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-12 |
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