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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-01-13 |
Branch Locations
3500 Blue Lake Dr Ste 280, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chick-Fil-A | Pell City | AL | 12/2021 | 08/2022 |
| Publix | Pell City | AL | 08/2022 | 02/2024 |
| Publix Pharmacy | Cropwell | AL | 02/2024 | 01/2025 |
| Principal Securities, Inc. | Birmingham | AL | 12/2024 | Present |
| Unemployed | Pell City | AL | 01/2013 | 12/2021 |
| 2065 Wealth Management | Vestavia | AL | 04/2026 | Present |
2065 WEALTH MANAGEMENT (DBA) POSITION: Financial Advisor NATURE: Financial Strategies, Life Insurance, Annuities (Variable and Fixed), Fee-Based Financial Planning, Group Life/Health, Mutual Funds, Securities, Educational Workshops and Seminars. INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 04/01/2026 ADDRESS: 3500 Blue Lake Drive, Vestavia AL 35243, United States DESCRIPTION: At 2065 Wealth Management, our team of financial advisors and I provide insurance and financial planning services. We do this through principal and its partners on PPN. We provide professional money management, comprehensive financial planning, and insurance needs analysis.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-02 |
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