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CRD 286340
BIRMINGHAM, AL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JOHN ROBERT BURCH | Certified Financial Planner | Homewood, AL | BIRMINGHAM, AL | 7 | 19 | 5 | no |
| CALEB Michael BAGWELL | Certified Financial Planner | Homewood, AL | BIRMINGHAM, AL | 6 | 15 | 1 | no |
| Lewis Franklin Jones | n/a | BIRMINGHAM, AL | 6 | 25 | n/a | no |
| Joseph Max Campbell | n/a | BIRMINGHAM, AL | 6 | 19 | n/a | no |
| Daniel Tedford Phillips | Certified Financial Planner|Chartered Financial Analyst | BIRMINGHAM, AL | 5 | 10 | 2 | no |
| JONATHAN M TUE | n/a | Knoxville, TN | 5 | 19 | 3 | no |
| STEPHEN W MILLER | n/a | Birmingham, AL | 5 | 17 | 1 | no |
| JAMES MILLER | Certified Financial Planner | Birmingham, AL | 5 | 13 | 1 | no |
| JACK PARKER MORRIS | n/a | Birmingham, AL | 5 | 13 | 1 | no |
| John Franklin Ashcraft | n/a | Birmingham, AL | 5 | 10 | n/a | no |
| RACHEL LYNN MCDONOUGH | Certified Financial Planner | BIRMINGHAM, AL | River Falls, WI | 5 | 23 | 3 | no |
| JAMES KELLETT DARLINGTON | Certified Financial Planner | Knoxville, TN | 5 | 32 | 2 | no |
| MICKY CHAMBERLAIN REEVES | Certified Financial Planner | McKinney, TX | 4 | 27 | 3 | no |
| ABIGAIL MARIE CASADY | Certified Financial Planner | McKinney, TX | 4 | 10 | 1 | no |
| Timothy Lane Lewis | Certified Financial Planner | Reno, NV | BIRMINGHAM, AL | 4 | 11 | 2 | no |
| Endel Nicholas Liias | n/a | Arlington, VA | 4 | 10 | n/a | no |
| DANIEL JAY TWOGOOD | n/a | Scottsdale, AZ | 3 | 32 | 2 | no |
| JORDAN K TWOGOOD | n/a | SCOTTSDALE, AZ | Scottsdale, AZ | 3 | 13 | 1 | no |
| Grant Robert Twogood | Certified Financial Planner | SCOTTSDALE, AZ | Scottsdale, AZ | 3 | 13 | 1 | no |
| Timothy Malcolm Macready | n/a | Highlands Ranch, CO | 3 | 20 | n/a | no |
| PAUL THOMAS RUTKOWSKI | n/a | Scottsdale, AZ | 3 | 37 | 3 | no |
| Osni Ferreira Filho | Certified Financial Planner | BIRMINGHAM, AL | Hudson, WI | Minneapolis, MN | 3 | 10 | 1 | no |
| ROBERT CLARKSON COLLINS | n/a | Scottsdale, AZ | 3 | 17 | 1 | no |
| ERIC JOHN REINHOLD | Certified Financial Planner | Mount Dora, FL | Eustis, FL | BIRMINGHAM, AL | Orlando, FL | 3 | 32 | 3 | no |
| KEVIN THOMAS GRADY | Certified Financial Planner | Spokane, WA | 3 | 24 | 3 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| EVERSOURCE CAPITAL ACCESS FUND I, LLC | Real Estate Fund | $9.4M | Aug 10, 2026 | 64 | Jun 2, 2022 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BMSS EVERSOURCE, LLC | Member | B | yes | 01/2017 | Aug 10, 2026 | Aug 10, 2026 |
| FHG VENTURES - EVERSOURCE, LLC | Member | B | yes | 01/2017 | Aug 10, 2026 | Aug 10, 2026 |
| FIRMAN, ANDREW, BENJAMIN | Manager | Na | yes | 03/2025 | Aug 10, 2026 | Aug 10, 2026 |
| Hitchcock, Rhonda, Fields | CHIEF OPERATING OFFICER | Na | yes | 10/2019 | Aug 10, 2026 | Aug 10, 2026 |
| Murphy, Donald, Wayne | Manager | Na | yes | 01/2017 | Aug 10, 2026 | Aug 10, 2026 |
| Shank, John, Paul | Manager | Na | yes | 04/2021 | Aug 10, 2026 | Aug 10, 2026 |
| WADDELL, GLENN, GERALD | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | Na | yes | 09/2017 | Aug 10, 2026 | Aug 10, 2026 |
| WELDEN, CHARLES, VICTOR | Manager | Na | yes | 10/2017 | Aug 10, 2026 | Aug 10, 2026 |
| WESSON, MARK, ALAN | CHIEF EXECUTIVE OFFICER & MANAGER | Na | yes | 01/2017 | Aug 10, 2026 | Aug 10, 2026 |
| Murphy, Donald, Wayne | Manager | F | yes | 04/2016 | Jun 30, 2020 | Dec 5, 2024 |
| Roush, Lukas, Miller | Manager | Na | yes | 12/2020 | Mar 30, 2021 | Dec 5, 2024 |
| WELDEN, CHARLES, VICTOR | Manager | F | yes | 06/2017 | Jun 30, 2020 | Dec 5, 2024 |
| WESSON, MARK, ALAN | Manager | E | yes | 04/2016 | Jun 30, 2020 | Dec 5, 2024 |
| LOVE THY NEIGHBOR TOO | Member | B | no | 12/2020 | Aug 10, 2026 | Aug 10, 2026 |
| PHILLIPS, THOMAS, MERLE | Member | A | no | 08/2017 | Aug 10, 2026 | Aug 10, 2026 |
| WF ES, LLC | Member | A | no | 08/2017 | Aug 10, 2026 | Aug 10, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| BMSS WESSON WEALTH SOLUTIONS, LLC | n/a | Independent wealth | $704M | N | yes | n/a |
| BMSS, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Fairfax | Va | United States | 5 | no |
| Scottsdale | Az | United States | 4 | no |
| Knoxville | Tn | United States | 3 | no |
| Birmingham | Al | United States | 2 | no |
| VESTAVIA HILLS | Al | United States | 2 | no |
| LITTLE ROCK | Ar | United States | 2 | no |
| GREEN VALLEY | Az | United States | 2 | no |
| Jacksonville | FL | United States | 2 | no |
| Jacksonville | FL | United States | 2 | no |
| Mckinney | TX | United States | 2 | no |
| Hudson | Wi | United States | 2 | no |
| Scottsdale | Az | United States | 1 | no |
| KANSAS CITY | Mo | United States | 1 | no |
| LEE'S SUMMIT | Mo | United States | 1 | no |
| Jackson | Ms | United States | 1 | no |
| Rockwall | TX | United States | 1 | no |
| Spokane | Wa | United States | 1 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 13, 2026 | $5.1B | $4.9B | 76 | 76 | 27 | 1 | n/a |
| 2024 | Apr 1, 2025 | $4.0B | $3.9B | 76 | 40 | 25 | 1 | n/a |
| 2023 | Mar 8, 2024 | $2.7B | $2.6B | 59 | 40 | 18 | 1 | $11.1M |
| 2022 | Mar 13, 2023 | $1.8B | $1.7B | 40 | 26 | 11 | 1 | $5.3M |
| 2021 | Mar 23, 2022 | $1.2B | $1.2B | 30 | 12 | 6 | n/a | n/a |
| 2020 | Mar 30, 2021 | $31.4M | $31.4M | 17 | 8 | 5 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 9 | 1 | 8 | 1.3% | 4 | 0 | 0 | 40 | 6 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $5.1B | $4.0B | 28.9% | $1.8B | 41.3% | 76 | 76 | 27 | 25 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| CLARION WEALTH MANAGEMENT PARTNERS | 4 | Mar 31, 2025 | Mar 31, 2025 | FAIRFAX, VA | Team lift out | RIA to new firm | 7.1% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| ALPHA PRINCIPLE, LLC | 2 | Sep 25, 2025 | May 5, 2025 | ENGLEWOOD, CO | Team lift out | RIA to RIA | 100.0% |
| BRS FINANCIAL LLC | 2 | Nov 25, 2024 | Nov 13, 2024 | LITTLE ROCK, AR | Team lift out | RIA to RIA | 40.0% |
| COMMONWEALTH FINANCIAL NETWORK | 4 | Mar 8, 2024 | Mar 8, 2024 | FAIRFAX, VA | Team lift out | Ibd to RIA | 0.1% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2 | Sep 6, 2023 | Sep 1, 2023 | GREEN VALLEY, AZ | Team lift out | Ibd to RIA | 0.0% |
| SECURIAN FINANCIAL SERVICES, INC. | 2 | Jun 6, 2023 | Jan 1, 2025 | JACKSONVILLE, FL | Team lift out | RIA to RIA | 0.2% |
| EQUITABLE ADVISORS, LLC | 2 | Oct 18, 2022 | Oct 20, 2022 | SCOTTSDALE, AZ | Team lift out | Ibd to RIA | 0.1% |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2 | May 3, 2021 | Apr 30, 2021 | BIRMINGHAM, AL | Team lift out | Wirehouse to RIA | 0.0% |