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1551 Jennings Mill Road Suite 1200A, Watkinsville, GA 30677 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2015-08-05 |
Branch Locations
1551 Jennings Mill Road Suite 1200A, Watkinsville, GA 30677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trademark Capital Management Inc | New Port Richey | FL | 01/2011 | Present |
Stone Barn Portfolios, 439 Ridge Road, Spring City, PA 19475; investment-related; web-based investment research and model portfolios, provide research/model portfolio testing and participate in podcasts; spend 5-6 hours on this activity monthly, non during business or trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-02-08 |
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