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2200 Lakeshore Drive Suite 250, Birmingham, AL 35209-8803 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-10-27 |
| TX | RA | APPROVED_RES | 2011-04-04 |
| AL | RA | APPROVED | 2006-05-17 |
Branch Locations
2200 Lakeshore Drive Suite 250, Birmingham, AL 35209-8803 • United States
2200 Lakeshore Drive Suite 250, Birmingham, AL 35209-8803 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2008-08-08 |
| AL | RA | APPROVED | 2007-11-07 |
Branch Locations
2200 Lakeshore Drive Suite 250, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bhk Securities, Llc | Birmingham | AL | 05/2005 | Present |
| Bhk Investment Advisors, Llc | Birmingham | AL | 05/2006 | Present |
1. Trustee for the Gary Kay Irrevocable life insurance trust. Non-Investment related, Start Date 12/22/2008, Time spent less than 1 hour/month outside of securities trading hours. 2. Parkinson's Association of Alabama, Birmingham AL, Non-Investment related, Nature of business: charitable organization, Board member since 2/15/18, 5 hours/month outside of securities trading hours, 1 hour/month during securities trading hours, Duties: Advise the foundation on various strategic and fund-raising matters. 3. Managing Member of Haphazzard Enterprises, Birmingham AL, Investment Related, Family Partnership, Currently Inactive, Start date 11/10/2006, Time Spent 1 hour/month during securities trading hours, Duties: none at present other than maintaining the LLC Structure.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-20 |
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