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247 Edwards Plaza Unit 17 Box 13, Saint Simons Island, GA 31522 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-07-15 |
Branch Locations
247 Edwards Plaza Unit 17 Box 13, Saint Simons Island, GA 31522 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | St Simons Island | GA | 09/2018 | 04/2019 |
| Island Asset Management, Llc | Saint Simon Island | GA | 05/2021 | Present |
| Tnb Financial Services, Inc. | Saint Simons Island | GA | 08/2015 | Present |
| Investment Professionals, Inc. | Saint Simons Island | GA | 08/2015 | 09/2018 |
| Wilmer Plantation, Llc | Saint Simons Island | GA | 01/2000 | Present |
| Thomas T Neely Family, Lllp | Saint Simons Island | GA | 01/1997 | Present |
THOMAS T. NEELY FAMILY, LLP, 201 SHINNECOCK, ST. SIMONS ISLAND, GA 31522. REAL ESTATE INVESTMENTS, GENERAL PARTNER & MINORITY OWNER. START DATE 1996. HOURS PER MONTH ARE 4. HOURS DURING TRADING HOURS ARE 0. MANAGE TIMBER AND REAL ESTATE HOLDINGS FOR FAMILY. Willmar Plantation, LLC | Not Investment Related | 309 Forest Oaks, St. Simons Island, GA 31522 | Owns Farm Equipment | Owner | Start Date: 2000 | Approximately 1 hour per month devoted to other business activity, none of which are during securities trading hours | Not Compensate | Signatory Authority | This LLC solely owns various farm related equipment. No Specific duties required. TNB Financial Services, Inc.; Investment Related; Saint Simons Island, GA; Bank/Trust Services; Senior Vice President; 08/2015; 80hrs/80hrs; Service and provide advice to clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-02 |
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