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55 Chestnut Street, Suite 5, Cold Spring, NY 10516 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-27 |
Branch Locations
55 Chestnut Street, Suite 5, Cold Spring, NY 10516 • United States
10 Julia Lane Suite 101, Cold Spring, NY 10516-0312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-27 |
Branch Locations
10 Julia Lane Suite 101, Cold Spring, NY 10516-0312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Magnolia Capital Management, Ltd | Cold Spring | NY | 03/2002 | Present |
| Carol A Powell, Cpa | Cold Spring | NY | 01/1979 | Present |
| Harper Capital Management, Ltd | Cold Spring | NY | 11/2003 | Present |
1-Carol A Powell, CPA; not investment related;10 Julia Lane Suite 101, Cold Spring, NY 10516; the business is a tax and accounting firm; I am the sole owner; Owner; January 1979; 120 hours per month; Hours during securities trading hours is approx. 120 per month; duties include tax and accounting services 2-Magnolia Capital Management, Ltd.; yes the company is investment related; 145 Main Street, Cold Spring, NY 10516; investment advisory firm; Treasurer and Board of Directors Member; March 2002; 20 hours per month; hours worked are during securities trading hours; responsible for attending quarterly board meetings, tax filings and on an as needed basis investment advisory decisions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-31 |
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