Donald Lawrence Beasley

Employer firm

Trademark Capital Management Inc. CRD 214512

$151M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → Present
  Trademark Capital Management Inc
  New Port Richey, FL

Previous Registrations

• 2011-04-20 → 2015-09-08
  Trademark Capital Management Inc
  Watkinsville, GA
• 2007-09-19 → 2011-04-04
  Athens Capital Group, Llc
  Bogart, GA
• 2003-04-11 → 2006-09-20
  Stadion Money Management, Llc
  Bogart, GA
• 2001-01-26 → 2002-12-31
  Rivernorth Capital Management, Llc
  Bogart, GA

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-02-08