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2850 19Th Street South Suite 350, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-05-01 |
Branch Locations
2850 19Th Street South Suite 350, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co. | Birmingham | AL | 12/2023 | 06/2024 |
| Mml Investors Services, Llc | Birmingham | AL | 04/2024 | 06/2024 |
| Vestwell | Birmingham | AL | 06/2022 | 10/2023 |
| Full-Time Education | Tuscaloosa | AL | 08/2018 | 05/2022 |
| Bmw Of Tuscaloosa | Tuscaloosa | AL | 06/2021 | 09/2021 |
| Hallmark Volkswagen | Franklin | TN | 06/2016 | 08/2020 |
| Full-Time Education | Brentwood | TN | 08/2012 | 05/2018 |
| Raymond James Financial Services, Inc. | Montgomery | AL | 07/2024 | 04/2025 |
| Raymond James Financial Services Advisors, Inc. | Montgomery | AL | 07/2024 | 04/2025 |
| Meridiem Advisory Group | Montgomery | AL | 07/2024 | 04/2025 |
| Navigate 401K, Llc | Birmingham | AL | 05/2025 | Present |
(1) INSURANCE AGENT- INVESTMENT RELATED- BIRMINGHAM, AL; INSURANCE SALES, AGENT, 2025, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-20 |
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