William James Porter

Current Employers

Madison Avenue Securities, Llc

13500 Evening Creek Dr. N #555, San Diego, CA 92128 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2025-05-06
TX	RA	APPROVED	2025-05-01

GA RA
APPROVED

Since 2025-05-06
TX RA
APPROVED

Since 2025-05-01

Branch Locations

4320 Suwanee Dam Road Suite 2600, Suwanee, GA 30024 • United States

13500 Evening Creek Dr N #555, San Diego, CA 92128 • USA

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

Organization	City	State	From	To
Integrated Financial Planning Services	Heidelberg		02/2002	09/2017
Aileron Investment Advisors (Dba)	Suwanee	GA	05/2010	Present
Dempsey Lord Smith, Llc	Rome	GA	01/2015	09/2017
Madison Avenue Securities, Llc	San Diego	CA	09/2017	Present

02/2002 → 09/2017

Integrated Financial Planning Services

Heidelberg
05/2010 → Present

Aileron Investment Advisors (Dba)

Suwanee, GA
01/2015 → 09/2017

Dempsey Lord Smith, Llc

Rome, GA
09/2017 → Present

Madison Avenue Securities, Llc

San Diego, CA

Previous Registrations

2017-11-17 → 2025-05-01

Madison Avenue Securities, Llc

San Diego, CA

San Diego, CA

Suwanee, GA

Other Businesses

1.)NAME: NAVIGATOR FINANCIAL PLANNING SERVICE DBA AILERON INVESTMENT ADVISORS, INC.; INV RELATED:YES; ADDRESS:4320 SUWANEE DAM ROAD, SUITE 2600 SUWANEE, GA 30024; NATURE:INSURANCE AND ANNUITY SALES; POSITION:OWNER/REP; START DATE:01/2001; HOURS/MONTH:25; TRADING HOURS/MONTH:25; DUTIES:SALES/MANAGEMENT 2.)NAME: PODCASTS.; INV RELATED: NO; NATURE:PRODUCE AND RECORD PODCASTS TO THE PUBLIC; START DATE:SUMMER 2023; HOURS/MONTH:10.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-05-22

S66 Uniform Combined State Law Examination

2001-05-22

Designations

View on SEC IAPD