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5502 Hixson Pike Suite G, Hixson, TN 37343 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-10-25 |
| TN | RA | APPROVED | 2023-10-04 |
Branch Locations
5502 Hixson Pike Suite G, Hixson, TN 37343 • United States
1287 Dawsonville Rd. Ne, Dalton, GA 30721 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trew Income Tax And Bookkeeping Service | Dalton | GA | 01/2012 | Present |
| Trew Tax & Insurance Llc | Dalton | GA | 01/2014 | Present |
| C&T Investments Partnership Llc | Dalton | GA | 12/2018 | Present |
| Bellwether Investment Group, Llc | Hixson | TN | 09/2023 | Present |
? Name of other business: Trew Tax & Insurance LLC ? Is business Investment related: No ? Address of other business: Residence ? Nature of other business: Tax preparation and insurance services ? Your position: Managing Member ? Start date of relationship: 01/01/2014 ? Approx. # of hours /month devote to other business: 160 hrs/month; 120 during securities trading hours ? Name of other business: C&T Investments Partnership LLC ? Is business Investment related: No ? Address of other business: Residence ? Nature of other business: Real estate Management ? Your position: Partner ? Start date of relationship: 12/14/2018 ? Approx. # of hours /month devote to other business: 5 hrs/month; 0 during securities trading hours ? Name of other business: Trew Income Tax & Bookkeeping Service Inc. ? Is business Investment related: No ? Address of other business: Residence ? Nature of other business: Tax preparation and bookkeeping ? Your position: Manager ? Start date of relationship: 01/01/2012 ? Approx. # of hours /month devote to other business: 160 hrs/month; 120 during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-03 |
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