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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-26 |
| AL | RA | APPROVED | 2024-10-31 |
Branch Locations
305 Church Street, Huntsville, AL 35801 • United States
740 Shades Creek Parkway, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Porter White Investment Advisors, Inc. | Birmingham | AL | 06/2022 | 07/2024 |
| Highland Associates | Birmingham | AL | 03/2022 | 05/2022 |
| Maynard Cooper & Gale | Birmingham | AL | 05/2021 | 03/2022 |
| Landing | Birmingham | AL | 09/2020 | 05/2021 |
| Emma Begley | Birmingham | AL | 08/2018 | 05/2021 |
| Vector Marketing | Longmont | CO | 05/2019 | 08/2019 |
| Purple Door Market | Hygiene | CO | 06/2014 | 09/2017 |
| Baskin Robbins | Longmont | CO | 02/2018 | 08/2018 |
| Full Time Student | Lafayette | CO | 08/2012 | 05/2018 |
| Morgan Stanley | Huntsville | AL | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-26 |
| S65 | Uniform Investment Adviser Law Examination | 2022-09-20 |
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