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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-25 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel, Nicolaus, & Company, Incorporated | Birmingham | AL | 01/2024 | 06/2024 |
| Mcbee & Associates, A Netsmart Technology Company | Birmingham | AL | 01/2019 | 02/2021 |
| Medical Disability Leave | Dothan | AL | 02/2021 | 01/2024 |
| Medical Disability | Birmingham | AL | 08/2018 | 01/2019 |
| Corridor Group, Inc. | Birmingham | AL | 04/2015 | 08/2018 |
| Wells Fargo Advisors Financial Network, Llc | Dothan | AL | 06/2024 | 02/2025 |
| Regions Bank | Destin | FL | 05/2025 | Present |
| Cetera Investment Advisers Llc | Destin | FL | 05/2025 | Present |
| Cetera Investment Services Llc | Saint Cloud | MN | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-03 |
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