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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-01-23 |
Branch Locations
5120 Selkirk Drive Suite 200, Birmingham, AL 35242 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Birmingham | AL | 09/2005 | 01/2024 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2024 | Present |
| Summit Financial Dba Garrett, Perkins & Horton Advisory Partners | Birmingham | AL | 10/2023 | Present |
1. Summit Financial dba Garrett, Perkins & Horton Advisory Partners. Investment Related. At Registered location. RIA. IAR/financial advisor. 10/2023. 160 hrs/month during trading hrs. Trading, income strategies, review client performance, risk review. 2. Fixed Insurance. Investment Related. At registered location. Independent insurance agency. Agent. Fixed/traditional insurance. 1/2024. 6-10 hrs/month all during trading hrs. Provide insurance advice based on the needs of clients. 3. Investment Related. At registered location. Independent insurance agency. Agent. Fixed/traditional insurance. 1/2024. 6-10 hrs/month all during trading hrs. Provide insurance advice based on the needs of clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-25 |
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