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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 2011-09-23
  • AL RA
    APPROVED
    Since 2011-09-23

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 01/2011 Present
Spearhead Capital, Llc Birmingham AL 06/2016 01/2018
Porter White Investment Advisors, Inc. Birmingham AL 01/2011 Present
Porter White Capital, Llc Birmingham AL 01/2018 08/2023
M&A Securities Group, Inc. Kansas City MO 01/2024 Present
Porter White Capital Advisors, Inc. Birmingham AL 01/2011 Present
  • 01/2011 → Present
    Porter, White & Company, Inc.
    Birmingham, AL
  • 06/2016 → 01/2018
    Spearhead Capital, Llc
    Birmingham, AL
  • 01/2011 → Present
    Birmingham, AL
  • 01/2018 → 08/2023
    Porter White Capital, Llc
    Birmingham, AL
  • 01/2024 → Present
    M&A Securities Group, Inc.
    Kansas City, MO
  • 01/2011 → Present
    Porter White Capital Advisors, Inc.
    Birmingham, AL
Other Businesses

1.) PW Management Co, Inc.;, Non Investment Related; Associate; HR Benefits Management; 01/2011, 0 hrs/month employee payroll & benefits 2.) Porter White Capital Advisors, Inc., Investment Related; Vice President; Business Consulting; 01/2011; 30 hrs/month/ Valuation and corporate advisory 3.) Porter, White & Company, Inc.; Investment Related; Municipal Advisor Rep; Municipal Advisory Firm; 01/2011, 10 hrs/month; Municipal Securities Representative 4.) Porter White Investment Advisors, Inc.; Investment Related; Investment Advisor Representative; Registered Investment Advisor; 01/2011; 1 hr/month; wealth management and financial planning services 5.) M&A Securities Group, Inc.; Investment Related; Associate Person; Broker Dealer; 01/2024, 20 hrs/month; securities-related capital raising and transactions 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, Alabama 35203 6.) Alabama Symphony Orchestra Endowment Board; Non Investment Related; Board Member; Non-Profit Organization; 7/2020; 1 hr/month; 3621 6th Avenue S, Birmingham, AL 35222 Unless indicated, all time spent is hours per week, during trading hours and investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-09-22
  • S66 Uniform Combined State Law Examination
    2011-09-22
Designations

View on SEC IAPD

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