0001624437-23-000004.txt : 20231219 0001624437-23-000004.hdr.sgml : 20231219 20231219165355 ACCESSION NUMBER: 0001624437-23-000004 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: WHITE,JAMES,HERBERT,III FILED AS OF DATE: 20231219 DATE AS OF CHANGE: 20231219 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Porter, White & Company, Inc CENTRAL INDEX KEY: 0001624437 ORGANIZATION NAME: IRS NUMBER: 630744852 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I/A SEC ACT: 1934 Act SEC FILE NUMBER: 868-04246 FILM NUMBER: 231498139 BUSINESS ADDRESS: STREET 1: 15 RICHARD ARRINGTON JR. BLVD NORTH CITY: BIRMINGHAM STATE: AL ZIP: 35203-4103 BUSINESS PHONE: 2052523681 MAIL ADDRESS: STREET 1: 15 RICHARD ARRINGTON JR. BLVD NORTH CITY: BIRMINGHAM STATE: AL ZIP: 35203-4103 MA-I/A 1 primary_doc.xml MA-I/A 0001624437 XXXXXXXX Goodloe White 205-252-3681 ghwhite@pwco.com dana@pwco.com N 0001624437-22-000002 N James Herbert White III 465104 N 1 0000310954 PORTER, WHITE & COMPANY, INC. 01-01-1980 N 867-01199 LOCATED 09-10-2014 15 RICHARD ARRINGTON JR. BLVD. NORTH BIRMINGHAM AL 35203-4103 James Herbert White III Jim H White 01-1980 PORTER WHITE & COMPANY, INC. Birmingham AL 35203 Y Y Chairman of the Board Y 09-1995 Porter White Investment Advisors, Inc. 15 Richard Arrington Jr. Blvd North Birmingham AL 35203 N Y Consulting Chairman of the Board 8 Management 01-1984 Porter White Companies, Inc. 15 Richard Arrington Jr. Blvd. N Birmingham AL 35203 N N Parent (Holding) Company Chairman & Director 4 Management Decisions and Review of Financials 06-1995 Porter White Investment Company, LP 15 Richard Arrington Jr. Blvd N Birmingham AL 35203 N Y Investment Limited Partner 2 Passive Investment 09-1980 Porter White Capital Advisors, Inc. 15 Richard Arrington Jr. Blvd Birmingham AL 35203 N Y Consulting Chairman & Director 10 Consulting & Management 01-1991 White Family Corporation 2920 Berwick Road Birmingham AL 35213 N Y Family Investment Company Stockholder 2 Investor 01-2002 PWCO Services, Inc. 15 Richard Arrington Jr. Blvd North Birmingham AL 35203 N Y Collateral Agent and Turnaround services Chairman & Director 2 Trustee 02-2006 PW Management Company, Inc 15 Richard Arrington Jr Blvd N Birmingham AL 35203 N N Facilitates Payroll & Benefit Administration for Affiliated Businesses of Porter White Companies Chairman 1 Management N N N N N N N N N N N N N N N N N N N Y N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N 12-19-2023 Goodloe White CCO James H. White, III 465104 NEW-535-AWC N 6E(2) James H. White, III 465104 NEW-434-AWC N 6E(2)