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Mary J Atkinson

Schrum Private Wealth Management, LLC

St. Augustine, FL

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Current Employers
Schrum Private Wealth Management, Llc

3940 Lewis Speedway Suite 2201, Saint Augustine, FL 32084 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-10-20
  • FL RA
    APPROVED
    Since 2021-10-20

Branch Locations

3940 Lewis Speedway Ste 2201, St. Augustine, FL 32084 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Spire Investment Partners St. Augustine FL 05/2011 Present
Schrum Private Wealth Management St. Augustine FL 09/2021 Present
  • 05/2011 → Present
    Spire Investment Partners
    St. Augustine, FL
  • 09/2021 → Present
    Schrum Private Wealth Management
    St. Augustine, FL
Previous Registrations
Other Businesses

IAR OF SPIRE WEALTH MANAGEMENT AND AN AGENT OF SPIRE INSURANCE AGENCY, BOTH AFFILIATED FIRMS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-06-19
S63 Uniform Securities Agent State Law Examination 2004-03-01
  • S65 Uniform Investment Adviser Law Examination
    2006-06-19
  • S63 Uniform Securities Agent State Law Examination
    2004-03-01
Other Names
  • Mary J. Decknick
  • Mary J Jardine

View on SEC IAPD

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CHARLES SCHWAB & CO., INC.
RAYMOND JAMES & ASSOCIATES, INC.
J. W. COLE ADVISORS, INC.
DIGNUM ET JUSTUM

Other Investors

JARED NEWTON DOLLAR
CHRISTOPHER MURRAY HETT
ANTHONY VIGNALI
RICHARD DOUGLAS CHIARENZA
Jake Burton
RONALD S PRICENOR
Kent s Norris
Justin Dolan

Other Offices

TRUIST ADVISORY SERVICES, INC. · ST. AUGUSTINE, FL
TRUIST ADVISORY SERVICES, INC. · Saint Augustine, FL
LPL FINANCIAL LLC · SAINT AUGUSTINE, FL
J.P. MORGAN SECURITIES LLC · St Augustine, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAINT AUGUSTINE, FL
CHARLES SCHWAB & CO., INC. · St. Augustine, FL
RAYMOND JAMES & ASSOCIATES, INC. · Saint Augustine, FL
J. W. COLE ADVISORS, INC. · St. Augustine, FL

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