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David Bernard Curran

Eversource Wealth Advisors, LLC

Birmingham, AL

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Current Employers
Eversource Wealth Advisors, Llc

3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2024-07-10
  • AL RA
    APPROVED
    Since 2024-07-10

Branch Locations

3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jh Ranch Birmingham AL 09/2012 10/2018
Unemployed Birmingham AL 10/2018 10/2019
Bernard Coaching Company, Llc Birmingham AL 10/2019 Present
Somerset Advisory Birmingham AL 10/2020 05/2023
Eversource Wealth Advisors, Llc Birmingham AL 06/2023 Present
  • 09/2012 → 10/2018
    Jh Ranch
    Birmingham, AL
  • 10/2018 → 10/2019
    Unemployed
    Birmingham, AL
  • 10/2019 → Present
    Bernard Coaching Company, Llc
    Birmingham, AL
  • 10/2020 → 05/2023
    Somerset Advisory
    Birmingham, AL
  • 06/2023 → Present
    Birmingham, AL
Other Businesses

Founder of Bernard Coaching Company located at 3706 Montrose Rd, Birmingham, AL 35213 since October 2018. I provide life and budget coaching and am paid on an hourly basis. This takes 4 hours per month, 2 of which are during trading hours. It is not investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-10
  • S65 Uniform Investment Adviser Law Examination
    2024-07-10

View on SEC IAPD

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