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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 |
| 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 with 143 during trading hours. Provide financial/investment advice based on the needs of clients. 2. Fixed Insurance. Investment Related. At Registered location. Independent Insurance agency. Agent. Fixed/traditional insurance. 1/2024. 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 agency. Agent. Fixed/traditional insurance. 1/2024. 5 hrs/month all during trading hrs. Provide insurance advice based on the needs of clients. 4. Real Estate. Investment Related. Tuscaloosa, AL 35401. Multi-family home rental property. 9/2022. 0 hrs/month all during trading hrs. Owner of multi-family rental property.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-08-09 |
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