James Ira Mccormick

Current Employers

Employment History

• 05/2008 → Present
  Pmd Advisory
  Birmingham, AL
• 08/2014 → 04/2025
  Cambridge Investment Research Inc
  Fairfield, IA
• 04/2025 → Present
  United Planners Financial Services
  Scottsdale, AZ
• 01/2004 → Present
  James Ira Mccormick
  Birmingham, AL
• 11/2011 → Present
  Pmd Advisory
  Vestavia, AL
• 08/2016 → Present
  People Process Purpose
  Vestavia, AL
• 06/2018 → Present
  Ira Shirley, Llc
  Birmingham, AL

Previous Registrations

• 2005-03-31 → 2011-12-15
  Next Financial Group, Inc.
  Birmingham, AL
  Birmingham, AL
• 2004-03-18 → 2005-09-12
  Cahaba Advisory, Inc.
  Birmingham, AL

Other Businesses

1.) IRA SHIRLEY, LLC - PARTNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - BIRNINGHAM, AL - SINCE 06/2018 - NOT INVESTMENT RELATED 2.) JAMES IRA MCCORMICK - AGENT - NON-VARIABLE INSURANCE - HOOVER, AL - SINCE 01/2004 - INVESTMENT RELATED 3.) PEOPLE PROCESS PURPOSE - PARTNER, 50% OWNER - CONSULTING SERVICES - HOOVER, AL - SINCE 08/2016 - INVESTMENT RELATED 4.) PMD ADVISORY - IAR - REGISTERED INVESTMENT ADVISOR - HOOVER, AL - SINCE 11/2011 - INVESTMENT RELATED 5.) PMD ADVISORY - IAR - DBA NAME FOR MARKETING PURPOSES ONLY - HOOVER, AL - SINCE 03/2014 - INVESTMENT RELATED 6.) United Planners Financial Services; Registered Rep; 4/2025; sells securities products to clients and receives commissions; Hoover, Al; up to 40 hours per week during trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-10-24
• S63 Uniform Securities Agent State Law Examination
  2003-08-15

Other Names

• Jim Mccormick
• James Ira Mccormick