Allan Taylor Mathis

Current Employers

Employment History

• 09/2019 → Present
  Berkeley Advisors, Inc.
  Atlanta, GA
• 06/2019 → Present
  Berkeley Advisors
  Atlanta, GA
• 02/2015 → 07/2019
  Ups
  Alpharetta, GA

Other Businesses

1)HamLam Properties, LLC. Description of the Business: Provide an office location for Berkeley Advisors, Inc. with excess space rented to other businesses if appropriate. Position: On site property manager, and Secretary. Duties: Monitor and manage the physical building at 9 Lenox Pointe NE, Suite B. The tenant is Berkeley Advisors, Inc., the RIA employing Allan Taylor Mathis. Annually arrange and document entity meeting. Investment Related: No. Compensation: None. Hours Per Month During Trading Hours: 0. Hours Per Month Outside of Trading Hours: 5. Start Date: 01.03.2022. Address: 9 Lenox Pointe NE, Suite B, Atlanta, GA 30324-7412. 2)Lenox Point 9 Condominium Association, Inc. Description of the Business: Condominium Association for a 2-unit building in order to obtain property insurance for the building. Position: Secretary. Investment Related: No. Duties: Annually hold a corporation meeting and record minutes. Compensation: None. No. Hours Per Month During Trading Hours: 0. Hours Per Month Outside of Trading Hours: 1. Start Date: 12. 10.2021. Address: 9 Lenox Pointe NE, Suite B, Atlanta, GA 30324-7412. 3)Tophat Soccer. Description of the Business: Privately run youth soccer organization. Position: Volunteer coach. Investment Related: No. Duties: In fall and spring co-coach a soccer team. Compensation: None. No. Hours Per Month During Trading Hours: 0. Hours Per Month Outside of Trading Hours: 4. Start Date: 09. 09.2019. Address: 500 Farifield Road, NW, Atlanta, GA 30327. 4)Notary Public. Description of the Business: An accommodating service to notarize documents when requested or necessary but not a product or service advertised. Position: Notary Public. Investment Related: No. Duties: Follow rules and regulations for notarizing documents. Compensation: None. No. of Hours Per Month During Trading Hours: 0.10. Hours Per Month Outside of Trading Hours: 0. Start Date: 11.05.2021. Address: 9 Lenox Pointe NE, Suite B, Atlanta, GA 30324-7412.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-30

Designations

Other Names

• Allan Mathis