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1927 1St Avenue North 10Th Floor, Birmingham, AL 35203-4103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2004-03-23 |
Branch Locations
1927 1St Avenue North 10Th Floor, Birmingham, AL 35203-4103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Porter, White & Company, Inc. | Birmingham | AL | 02/2002 | Present |
| Porter White Investment Advisors, Inc. | Birmingham | AL | 03/2002 | Present |
| Spearhead Capital, Llc | Birmingham | AL | 09/2015 | 01/2018 |
| Porter White Capital, Llc | Birmingham | AL | 12/2017 | 08/2023 |
| Porter White Capital Advisors, Inc. | Birmingham | AL | 02/2002 | Present |
| Pw Management Co., Inc. | Birmingham | AL | 11/2006 | Present |
1.) PW Management Co.,Inc.; Non Investment Related; President; HR Benefits Management, 01/2006, 4 hr/month, employee payroll & benefits 2.) Porter White Capital Advisors, Inc.; Investment Related; President; Business Consulting; 2/2002, 26 hrs; Loans/Asset Sales/No Securities Transactions 3.) Porter, White & Company, Inc.; Investment Related; President/CCO/CEO; Municipal Advisory Firm; 2/2002, 34 hrs / month; CEO and CCO for Municipal Advisor 4.) Porter White Investment Advisors, Inc.; Investment Related; President/CCO/IAR, Registered Investment Advisor; 2/2002; 86 hrs/ month; Investment and wealth management services 5.) Porter White Companies, Inc.; Investment Related; President; Holding Company; 2/2002, 10 hrs/ month 6.) White Family Corp., Inc.; Investment Related; Shareholder; Family Holding Company; 12/1991, 1 hr/month; Shareholder only. Not officer or director. 7.) Salt Box Holdings, LLC; Investment Related; Manager; Family Holding Company; 9/2013; 1 hr/month; Owns / maintains beach rental property. 8.) Sand Ridge Hollow, LLC; Investment Related; Manager; Family Holding Company; 6/2024; 1 hr/month; Family horse farm 9.) Sand Ridge Riding, LLC; Investment Related; Manager; Family Holding Company; 10/2024; 1 hr/month; Provides riding lessons Unless indicated, all time spent is hours per week during trading hours and investment related. The address for each company is: 1927 1st Avenue North 10th Floor, Birmingham, AL 35203-4103
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-07-21 |
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