Joseph Glenn Maxey

Employer firm

Trademark Capital Management Inc. CRD 214512

$151M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → 11/2018
  Trademark Capital Management Inc
  Watkinsville, GA
• 11/2018 → 02/2022
  Independent Financial Partners
  Bishop, GA
• 03/2022 → 11/2022
  Zacks Investment Management
  Chicago, IL
• 11/2022 → Present
  Trademark Capital Management Inc.
  Watkinsville, GA

Previous Registrations

• 2022-03-24 → 2022-12-06
  Zacks Investment Management, Inc.
  Chicago, IL
• 2018-11-30 → 2022-03-10
  Independent Financial Partners
  Bishop, GA
• 2015-06-25 → 2018-12-11
  Trademark Capital Management Inc.
  Watkinsville, GA
• 2011-04-11 → 2015-09-08
  Trademark Capital Management Inc
  Watkinsville, GA
• 2010-11-09 → 2011-04-04
  Athens Capital Group, Llc
  Bogart, GA

Other Businesses

(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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-11-04

Designations

• Certified Financial Planner