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135 South Madison Street, Thomasville, GA 31792 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-02 |
| TX | RA | APPROVED_RES | 2023-03-03 |
| GA | RA | APPROVED | 2023-02-23 |
Branch Locations
135 South Madison Street, Thomasville, GA 31792 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Tallahassee | FL | 07/2009 | 01/2021 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 07/2009 | 01/2021 |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 01/2021 |
| Unemployed | Tallahassee | FL | 02/2021 | 10/2021 |
| Allen, Mooney And Barnes Brokerage Services | Thomasville | GA | 10/2021 | Present |
| Allen, Mooney And Barnes Investment Advisors | Thomasville | GA | 10/2021 | Present |
1) Bartlett Real Estate DBA Gary Bartlett Real Estate LLC; Vice-President and Treasurer; Residential Real Estate Brokerage; Licensed Real Estate Sales Associate in Florida; non-investment related; approximately 1 hour per month spent on accounting matters outside of market hours. 2) Licensed Insurance Agent: Non-variable insurance / investment related activity; 1 hour monthly spent on activity and during market trading hours; Start date: 10/24/2001
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-28 |
| S66 | Uniform Combined State Law Examination | 2005-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-07 |
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