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Current Employers
Porter White Investment Advisors, Inc.

1927 1St Avenue North 10Th Floor, Birmingham, AL 35203-4103 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2004-03-23
  • AL RA
    APPROVED
    Since 2004-03-23

Branch Locations

1927 1St Avenue North 10Th Floor, Birmingham, AL 35203-4103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 02/2002 → Present
    Porter, White & Company, Inc.
    Birmingham, AL
  • 03/2002 → Present
    Birmingham, AL
  • 09/2015 → 01/2018
    Spearhead Capital, Llc
    Birmingham, AL
  • 12/2017 → 08/2023
    Porter White Capital, Llc
    Birmingham, AL
  • 02/2002 → Present
    Porter White Capital Advisors, Inc.
    Birmingham, AL
  • 11/2006 → Present
    Pw Management Co., Inc.
    Birmingham, AL
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-07-21
  • S63 Uniform Securities Agent State Law Examination
    2003-07-21
Designations
Other Names
  • Goodloe White

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