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3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-07-10 |
Branch Locations
3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-10 |
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