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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-02-27 |
Branch Locations
1895 Phoenix Blvd, Ste 304, Atlanta, GA 30349 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2003-03-27 |
Branch Locations
1895 Phoenix Blvd., Suite 304, Atlanta, GA 30349 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Banks,Jackson & Middleton Inc | Atlanta | GA | 04/1994 | Present |
| Lincoln Investment Planning, Inc. | Atlanta | GA | 05/1996 | Present |
INCOME TAX PREPARATION, SINCE 1993 - PRESENT, 10% OF TIME EXECUTOR, ESTE OF S. SUMMEROUR, 2006 - PRESENT, TRUSTEE, ALSO GRANDSON'S GUARDIAN PHILLIP J. MIDDLETON SINCE 2001 - PRESENT AGENT, SELLS INSURANCE, 70% OF TIME, LIFE & FIXED ANNUITIES. RE RENTAL PROPERTY POSITION: My family owns several properties that are rental property NATURE: rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 87 SECURITIES TRADING HOURS: 10 START DATE: 01/18/1980 ADDRESS: 3124 Meadow Glade Ct, Lithonia GA 30038, United States DESCRIPTION: Interact with renters and Section 8. Facilitate and oversee repairs and renovations. P.J. MIDDLETON INC POSITION: Owner NATURE: Insurance and financial services INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 10 START DATE: 01/18/1980 ADDRESS: 1895 Phoenix Blvd, Ste#304, Atlanta GA 30349, United States DESCRIPTION: Provide insurance and income tax preparation services to clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-19 |
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