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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 |
|---|---|---|---|---|
| Regions Financial Corporation | Birmingham | AL | 08/2018 | 11/2018 |
| D.M.D. Publications | Hoover | AL | 02/2018 | 08/2018 |
| Birmingham-Southern College | Birmingham | AL | 08/2014 | 05/2018 |
| Axa Advisor, Llc | New York | NY | 11/2018 | 04/2019 |
| Ameriprise Financial Services, Inc | Birmingham | AL | 05/2019 | 01/2024 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2024 | Present |
| Summit Financial Dba Garrett, Perkins And Horton Advisory | Birmingham | AL | 10/2023 | Present |
1. Summit Financial dba Garrett, Perkins & Horton Advisory Partners. Investment Related. At registered location. RIA. IAR/financial advisor. 10/23. 160 hrs/month with 130 during trading hrs. Trading, investment modeling, income strategies, discussing client performance. 2. Fixed Insurance. Investment Related. At registered location. Independent insurance agencies. Agent. Fixed/traditional insurance. 10/23. 5 hrs/month all during trading hrs. Provide insurance advice based on the needs of clients. 3. PKSF. Investment Related. At registered location. Independent insurance agencies. Agent. Fixed/traditional insurance. 10/23. 5 hrs/month all during trading hrs. Provide insurance advice based on the needs of clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-06 |
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