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Kingsmark Private Financial Advisors, LLC CRD 146655
$406M regulatory AUM 14 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
601 Pointe North Boulevard, Albany, GA 31721 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2017-07-12 |
Branch Locations
601 Pointe North Boulevard, Albany, GA 31721 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Albany | GA | 03/2005 | 07/2017 |
| Bank Of America, Na | Albany | GA | 12/2009 | 07/2017 |
| Kingsmark Private Financial Advisors, Llc | Albany | GA | 07/2017 | Present |
VARIOUS INSURANCE COMPANIES - INDEPENDENT INSURANCE SALES AGENT - INVESTMENT-RELATED - INSURANCE AND ANNUITY PRODUCT SALES - START DATE 07/2017 - 0-1 HOURS/MONTH - 0-1 HOURS/MO DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-29 |
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