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)