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1551 Jennings Mill Road Suite 1200A, Watkinsville, GA 30677 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-11-22 |
Branch Locations
1551 Jennings Mill Road Suite 1200A, Watkinsville, GA 30677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trademark Capital Management Inc | Watkinsville | GA | 01/2011 | 11/2018 |
| Independent Financial Partners | Bishop | GA | 11/2018 | 02/2022 |
| Zacks Investment Management | Chicago | IL | 03/2022 | 11/2022 |
| Trademark Capital Management Inc. | Watkinsville | GA | 11/2022 | Present |
(1) Summersalt Ventures LLC; 1131 Old Bishop Rd, Bishop GA 30621; Real Estate Rental Properties; Member; less than 1% spend on OBA; start 5/30/18. (2) Summersalt Investments LLC; 1061 McNutt Crossing, Watkinsville GA 30677; Real Estate Rental Properties; Member; start 4/23/08; less than 1% spent on this OBA. (3) Mr. Maxey is a licensed real estate agent in Georgia but devotes no time to real estate activities. (4) Skywater Construction; Athens, Georgia; Custom Home Builder; Partner, 50% of time spent on this OBA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-04 |
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