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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-01-04 |
Branch Locations
5120 Selkirk Drive Suite 200, Birmingham, AL 35242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Birmingham | AL | 09/2005 | 01/2024 |
| Summit Financial Dba Garrett, Perkins & Horton Advisory Partners | Birmingham | AL | 01/2024 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2024 | Present |
1. Summit Financial d/b/a Garrett, Perkins & Horton Advisory Partners. Investment Related. At the registered location. RIA. IAR. Financial Adivsor.10/2023.160.130.Trading, investment models, income strategies, discussing client performance. 2. Fixed Insurance. Investment related. At the registered location. Fixed insurance. Agent.10/2023. 1.1. Provide insurance advice based on the needs of client(s). 3. PKSF. Investment related. At the registered location. Fixed insurance. Agent. 1/2024.1.1. Provide insurance advice based on the needs of client(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-15 |
| S66 | Uniform Combined State Law Examination | 2003-12-16 |
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