Role at Highland Associates
- Title on Schedule A
- President
- Control
- Paige Daniel is a control person of Highland Associates.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Paige Daniel has held the filed role since March 2025.
The firm
Form ADV filed 29 July 2026
Career on record
Paige Daniel has been registered through Highland Associates since September 2007, and before that through Amsouth Asset Management, Inc. and Amsouth Investment Management Company LLC.
- Passed SIE · 2018
- Highland Associates IncCurrent– present · 19 yearsBirmingham, AL · Adviser representative · Firm CRD 104948
- Amsouth Asset Management, Inc.– · 3 yearsBirmingham, AL · Adviser representative · Firm CRD 111554
- Amsouth Investment Management Company LLC– · 2 yearsBirmingham, AL · Adviser representative · Firm CRD 111757
- Passed Series 65 · 1998
- Passed Series 7 and Series 63 · 1994
Registrations and exams
Paige Daniel has a current investment-adviser registration in Alabama and has passed 4 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Alabama | Investment adviser representative | Approved | 19 September 2007 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 June 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 October 1994 |
| SIE | Securities Industry Essentials Examination | 1 October 2018 |
| Series 7 | General Securities Representative Examination | 28 September 1994 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Paige Briscoe Daniel
- CRD
- 2518960
- Registration status
- Investment adviser registration
- Office
- 2545 HIGHLAND AVENUE SOUTH, SUITE 200, Birmingham, AL 35205
- Firm bio
- regions.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Paige Daniel is Highland’s president. The firm says she joined in 2006 after roles at AmSouth Bank’s Wealth Management Group and CIBC Oppenheimer. Highland Associates team biography
Education
- She earned a Bachelor of Arts in economics from Vanderbilt University and an MBA from Georgia State University.Highland Associates team biography
Common questions
Where does Paige Daniel work?
Paige Daniel has been President of Highland Associates Inc since March 2025, and is a control person of the firm.
Is Paige Daniel a financial advisor?
Yes. Paige Daniel has a current investment-adviser registration in Alabama, through Highland Associates since September 2007, as of 17 October 2026.
How many years of experience does Paige Daniel have?
Paige Daniel has worked in the financial industry for 27 years as of 17 October 2026, counted from 6 April 1999, across 3 adviser firms.
What exams has Paige Daniel passed?
Paige Daniel has passed 4 licensing exams: the Series 7, Series 63, Series 65 and SIE. The earliest, the Series 7, was passed in September 1994.
Where did Paige Daniel work before Highland Associates?
Before Highland Associates, Paige Daniel was registered through Amsouth Asset Management, Inc., October 2003 to August 2006; Amsouth Investment Management Company LLC, June 2001 to October 2003.
Where is Paige Daniel based?
Paige Daniel’s registered office is in Birmingham, AL.
Leadership at Highland Associates
John PetersonManaging Director
Amanda PoeCCO
Eric RalphManaging Director
Scott SealockManaging Director