James Allison Threlkeld

Current Employers

Summit Financial Group, Llc

325 W 9Th Street Ne, Rome, GA 30165-2725 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2003-05-02

GA RA
APPROVED

Since 2003-05-02

Branch Locations

325 W 9Th Street Ne, Rome, GA 30165-2725 • 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

Organization	City	State	From	To
Summit Financial Group	Rome	GA	07/1999	Present
Haynes & Moore, Llc	Rome	GA	01/1982	12/2022
Haynes & Moore, Llc	Rome	GA	01/2023	Present

07/1999 → Present

Summit Financial Group

Rome, GA
01/1982 → 12/2022

Haynes & Moore, Llc

Rome, GA
01/2023 → Present

Haynes & Moore, Llc

Rome, GA

Other Businesses

MR. THRELKELD IS ALSO A CONSULTANT (FORMERLY A PARTNER) OF HAYNES & MOORE, LLC, AN ACCOUNTING FIRM. THE AMOUNT OF TIME SPENT ONTHE ACCOUNTING BUSINESS VARIES, AND INCREASES DURING TAX SEASON.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	1999-12-28

S66 Uniform Combined State Law Examination

1999-12-28

Other Names

Al Threlkeld

View on SEC IAPD