Garrett John Atkinson

Current Employers

Employment History

• 02/2012 → Present
  Mh2 Technology Law Group, Llp
  Vienna, VA
• 08/2021 → 11/2023
  Fsc Securities Corporation
  Punta Gorda, FL
• 11/2021 → Present
  Beane Atkinson Financial Services
  Punta Gorda, FL
• 11/2023 → Present
  Osaic Wealth, Inc.
  Punta Gorda, FL

Previous Registrations

• 2022-10-07 → 2023-11-03
  Fsc Securities Corporation
  Punta Gorda, FL

Other Businesses

1. MH2 TECHNOLOGY LAW GROUP, LLP POSITION: Attorney NATURE: Limited Liability Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 02/15/2012 ADDRESS: 1951 Kidwell Dr, Suite 310, Vienna VA 22182 DESCRIPTION: Prepare patent applications, advise clients on intellectual property matters. 2. ATKINSON LAW PA POSITION: President NATURE: Professional corporation. Law firm. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/11/2024 ADDRESS: 310 Dupont St., Punta Gorda FL 33950 DESCRIPTION: Preparation of estate planning documents (wills, trusts, power of attorney, etc.). Meeting with clients to discuss same. 3. SCOUTS BSA - TROOP 95 POSITION: Scoutmaster NATURE: Non-profit organization; youth education. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 23190 Utica Ave, Port Charlotte FL 33980 DESCRIPTION: Run and supervise weekly meetings; lead groups of youth on camping trips. 4. GARRETT ATKINSON - INSURANCE LICENSE POSITION: License Holder NATURE: FA holds insurance licenses including life, health, and variable annuity in various states. Insurance business is conducted through broker dealer, no direct business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/02/2024 ADDRESS: 310 Dupont St., Punta Gorda FL 33950 DESCRIPTION: I am the writing/servicing agent on client's existing life insurance and variable annuity contracts. I occasionally write new life insurance and annuity business through approved BD channels. 5. BEAT FS LLC POSITION: Owner/Manager NATURE: Florida LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2022 ADDRESS: 310 Dupont St., Punta Gorda FL 33950 DESCRIPTION: BEAT FS LLC dba Beane Atkinson Financial Services is a Florida LLC (and dba) established for the sole purpose of separating my business accounting from my personal accounting. All commissions and fees paid to me from the Broker Dealer are transferred to this LLC for payment of expenses related to business operations. I am the sole owner of this LLC. 5. ANIMAL WELFARE LEAGUE OF CHARLOTTE COUNTY POSITION: Board Member NATURE: Non-profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 10/29/2024 ADDRESS: 3519 Drance St, Port Charlotte FL 33980 DESCRIPTION: Review budget and accounting statements; review statements from third party investment managers; assist in management decisions for operation of animal shelter. 6. DEEP CREEK COMMUNITY CHURCH POSITION: Finance Committee Member NATURE: Religious organization (church) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 1500 Cooper St., Punta Gorda FL 33950 DESCRIPTION: Review church budget, expenses, and giving; prepare recommendations for Board of Elders. 7. CITY OF PUNTA GORDA FIRE FIGHTERS' PENSION BOARD POSITION: Board Member NATURE: Non-profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/26/2024 ADDRESS: 1410 S Tamiami Trail, Punta Gorda FL 33950 DESCRIPTION: Determine employee benefits and review reports from investment managers and consultant. 8. ATKINSON LAW PLLC POSITION: President NATURE: Professional LLC. Law firm. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/11/24 ADDRESS: 310 Dupont St., Punta Gorda FL 33950 DESCRIPTION: Preparation of estate planning documents (wills, trusts, power of attorney, etc.). Meeting with clients to discuss same. 9. CHARLOTTE DESOTO BUILDING INDUSTRY ASSOCIATION POS: Associate Director NATURE: Industry association, non-profit. INV REL: No NO OF HRS: 2 SEC TRADING HOURS: 0 DATE: 12/01/25 ADD: 17984 Toledo Blade Blvd., Port Charlotte FL 33948, US DESC: Attend board meetings, attend functions, assist with plann functions, assist with member development and networking.

Exams

• S66 Uniform Combined State Law Examination
  2022-09-09

Designations