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2000 Southbridge Parkway Suite 625, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-05 |
| AL | RA | APPROVED | 2020-11-17 |
Branch Locations
2000 Southbridge Parkway Suite 625, Birmingham, AL 35209 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prospera Financial Services | Dallas | TX | 04/2015 | 11/2018 |
| Rfg Advisory, Llc Dba Cope Private Wealth | Birmingham | AL | 11/2018 | 11/2020 |
| Private Client Services | Birmingham | AL | 11/2018 | 11/2020 |
| Cope Private Wealth | Birmingham | AL | 11/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-10 |
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