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254 Winton Blount Loop, Montgomery, AL 36117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-17 |
| AL | RA | APPROVED | 2018-09-25 |
Branch Locations
254 Winton Blount Loop, Montgomery, AL 36117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aig American General Life Insurance Company | Montgomery | AL | 10/2002 | Present |
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 09/2018 |
| Tucker Financial Group | Montgomery | AL | 09/2018 | Present |
1. TUCKER FINANCIAL GROUP, INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; 254 WINTON BLOUNT LOOP, MONTGOMERY, AL 36117; SINCE 11/2013; 5-HR/MTH DURING SECURITY HOURS; INSURANCE SALES. 2. M & T PROPERTIES LLC, PROPERTY MANAGEMENT, NOT INVESTMENT RELATED, COMMENCED 12/2001, LLC, 2 HRS/MONTH NOT DURING TRADING HOURS, 50% OWNERSHIP, ACTIVE OWNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 1986-01-10 |
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