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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-04-08 |
| AL | RA | APPROVED | 2009-01-02 |
Branch Locations
1130 22Nd Street South Suite 4100, Birmingham, AL 35205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Birmingham | AL | 01/2008 | Present |
| Raymond James Financial Services Advisors, Inc | Birmingham | AL | 01/2009 | Present |
| Birmingham Investment Group | Birmingham | AL | 01/2008 | Present |
| Birmingham Investment Group | Birmingham | AL | 05/2009 | Present |
| Ingram Partners, Llc | Birmingham | AL | 02/2011 | Present |
(1) Birmingham Group 2 20th St N Ste 1400, Birmingham, AL, 35203, Support Company - Non Owner P/T: Other I/R: No 05/14/2009 HPM: 41+ HPM T H: 81+ DOD: Financial Advisor (2) Birmingham Investment Group 2 20th St N Ste 1400, Birmingham, AL, 35203, Support Company - Owner P/T: Other I/R: No 01/18/2008 HPM: 0-1 HPM T H: 0-1 DOD: Support Company reference name (not incorporated, or an LLC). The name is simply a "moniker" referring to our group of FAs/team affiliated w/ Raymond James. Birmingham Investment Group is on our business card (3) Cason Group & Birmingham Investment Group 2 20th St N Ste 1400, Birmingham, AL, 35203-4051, Non-variable Insurance P/T: Other I/R: Yes 03/03/2025 HPM: 2-10 HPM T H: 2-10 DOD: We would hire the Cason Group to sell, write & service non-variable insurance.. They would pay our share of the commissions directly to us. (4) CIS Properties, LLC. P.O. Box 2003, Anniston, AL, 36202, Rental Real Estate P/T: I/R: Yes 03/30/2006 HPM: 0-1 HPM T H: 0-1 DOD: (5) GWID Partners 2 20th St N Ste 1400, Birmingham, AL, 35203, Support Company - Owner P/T: Associate/Employee I/R: No 01/15/2008 HPM: 2-10 HPM T H: 0-1 DOD: Support partnership for Bham Investment Group / office leasing and expense LLC. All BIG office expenses are channeled thru this entity. (6) Ingram Partners, LLC 2 20th St N Ste 1400, Birmingham, AL, 35203, Support Company - Owner P/T: Other I/R: No 02/08/2011 HPM: 11-20 HPM T H: 0-1 DOD: This LLC was formed for accounting purposes for my commissions/expenses and payroll (7) Ingram Properties 3830 Redmont Road, Birmingham, AL, 35213, Real Estate Brokerage/ Agent or Development P/T: Partner, Director I/R: Yes 02/25/2016 HPM: 2-10 HPM T H: 0-1 DOD: Oversee timber and farm and rental properties in Alabama, Georgia and North Carolina. (8) Ingram Whatley, LLC Two North Twentieth St Suite 1400, Birmingham, AL, 35203, Support Company - Owner P/T: Other I/R: No 06/16/2021 HPM: 11-20 HPM T H: 2-10 DOD: Partners\nStanton Ingram 50%\nS. Warren Whatley 50% (9) JSLS Properties, LLC 3830 Redmont Road, Birmingham, AL, 35213, Business Owner P/T: Partner I/R: Yes 12/10/2008 HPM: 2-10 HPM T H: 2-10 DOD: managing partner who makes all investment decisions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-04 |
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