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314 Gordon Avenue, Thomasville, GA 31792 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 1997-08-07 |
Branch Locations
2630 Centennial Place, Tallahassee, FL 32308 • United States
314 Gordon Avenue, Thomasville, GA 31792 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lanigan & Associates, P. C. | Tallahassee | FL | 09/1977 | Present |
| Southeast Asset Advisors, Inc. | Tallahassee | FL | 12/1991 | Present |
Mr. Mercer is also a partner in both SAA and in the accounting and consulting firm of Lanigan & Associates, P.C., ("L&A") which shares office space with SAA. Tax, accounting, and consulting services provided by SAA principals on behalf of "L&A" are separate and distinct from the advisory services of SAA and are provided for separate and typical compensation. SAA has an affiliate, Conifer Advisors, LLC ("Conifer Advisors"), whose primary business is managing the Conifer Funds. Conifer Advisors pays SAA distributions and fees for services, which also benefits SAA's principals as owners of Conifer Advisors. As investors in Conifer Funds, the principals participate in the income/gains/losses from any personal investments in the Conifer Funds. SAA may solicit and/or recommend that clients invest in Conifer Funds from time to time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-24 |
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