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Current Employers
Kingsmark Private Financial Advisors, Llc

601 Pointe North Boulevard, Albany, GA 31721 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2008-05-13
  • GA RA
    APPROVED
    Since 2008-05-13

Branch Locations

601 Pointe North Boulevard, Albany, GA 31721 • 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
Kingsmark Private Financial Advisors Albany GA 05/2008 Present
  • 05/2008 → Present
    Kingsmark Private Financial Advisors
    Albany, GA
Other Businesses

(1) BROADVIEW ADVISORY GROUP, LLC, CEO, INVESTMENT RELATED, 2305 Bristol Road, ALBANY, GA 31721. NATURE: FINANCIAL ADVISOR/CPA. SINCE JANUARY 2013, 180 HOURS PER MONTH, 160 HOURS PER MONTH DURING TRADING HOURS. DUTIES: RESPONSIBLE FOR ALL IAR DUTIES, INSURANCE AGENT DUTIES, AND CPA DUTIES THAT RUN THROUGH THIS ENTITY. (2) INDEPENDENT INSURANCE AGENT FOR VARIOUS COMPANIES, NON-INVESTMENT RELATED, SOLE-PROPRIETOR, P.O. BOX 70998, ALBANY, GA 31708. NATURE: INSURANCE AGENT. SINCE JANUARY 2009, 8 HOURS PER MONTH, 8 HOURS PER MONTH DURING TRADING HOURS. DUTIES: RECOMMEND SALE OF LIFE, DISABILITY, AND LONG TERM CARE INSURANCE. (3) CERTIFIED PUBLIC ACCOUNTANT, SOLE-PROPRIETOR, INVESTMENT RELATED, P.O. BOX 70998, ALBANY, GA 31708. NATURE: WORK PROVIDED THROUGH BROADVIEW ADVISORY GROUP, TAX PREPARATION AND PLANNING. SINCE FEBRUARY 2012, 8 HOURS PER MONTH, 10 HOURS PER MONTH DURING TRADING HOURS. DUTIES: PREPARATION OF INDIVIDUAL TAX RETURNS AND TAX PROJECTION PLANNING. (4) BROADVIEW, LLC, OWNER. NON-INVESTMENT RELATED, P.O. BOX 70998, ALBANY, GA 31708. NATURE: TIMBER INVESTMENT AND CONSULTING. SINCE JULY 2023, 5 HOURS PER MONTH NOT DURING TRADING HOURS. DUTIES: RENDERING OF MANAGEMENT CONSULTING SERVICES TO OTHER PROPERTY OWNER(S) AND MANAGING PERSONAL TIMBER PROPERTY. (5) DOUBLEGATE COUNTRY CLUB, SECRETARY, NON-INVESTMENT RELATED, 3800 OLD DAWSON ROAD, ALBANY, GA 31721. NATURE: VOLUNTEER ADMINISTRATIVE WORK FOR LOCAL CLUB. SINCE SEPTEMBER 2023. 4 HOURS PER MONTH NOT DURING TRADING HOURS. DUTIES: OVERSEE GENERAL MANAGER AND STRATEGIC DIRECTION OF CORPORATE ENTITY AS MEMBER OF BOARD.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-06-19
  • S66 Uniform Combined State Law Examination
    2008-06-19
Designations
Other Names
  • Britt Bazemore

View on SEC IAPD

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