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101 Dauphin Street Suite 850, Mobile, AL 36602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2016-07-18 |
| TX | RA | APPROVED_RES | 2016-07-13 |
Branch Locations
101 Dauphin Street Suite 850, Mobile, AL 36602 • United States
118 N Royal Street Suite 705, Mobile, AL 36602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Medora Partners, Llc; Medora Value Equity, Llc | Mobile | AL | 06/2016 | Present |
Business Name: Richmond Hill Investments, LLC Address: 381 Park Avenue South, Suite 1101, New York, NY 10016 Business Nature: Registered Investment Adviser; investment-related firm Position: Consultant Start Date of Position: 5/16/2016 Approximate Hours Devoted per Month: 1 Approximate Hours Devoted per Month during Securities Trading: 1 Description: Consulting for prior employer, Richmond Hill Investments, LLC, regarding their investment in JOD Holdings, LLC. Business Name: Leavell Investment Management, Inc. Address: 210 St. Joseph St., Mobile, AL 36602 Business Nature: Registered Investment Adviser; investment-related firm Position: Subadvisor Start Date of Position: 9/1/2016 Approximate Hours Devoted per Month: 1; exact same strategy as Medora main accounts so no real incremental time Approximate Hours Devoted per Month during Securities Trading: 1 Description: Subadvisor to accounts of Leavell. The subadvisory accounts mimic the same strategy as main Medora accounts so no material incremental time is spent. Business Name: ElbFeeder, Inc. Address: Fort Anne, South Quay, Douglas; Isle of Man IM1 5PD Business Nature: Containership owning business Position: Director on Board of Directors Start Date of Position: 2017 Approximate Hours Devoted per Month: 1 Approximate Hours Devoted per Month during Securities Trading: 1 Description: Board member of company which owns small fleet of containerships Business Name: JOD Holdings, LLC Address: 15888 Ferrell's Creek Road, Belcher, KY 41513 Business Nature: Coal mining / mine-owning business Position: Chairman of Board of Directors Start Date of Position: 2020 Approximate Hours Devoted per Month: 10-20 Approximate Hours Devoted per Month during Securities Trading: 8-15 Description: Owns and operates several coal mines
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-13 |
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