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601 Pointe North Boulevard, Albany, GA 31721 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-01-25 |
Branch Locations
601 Pointe North Boulevard, Albany, GA 31721 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Georgia | Athens | GA | 08/2021 | 08/2023 |
| Unemployed | Albany | GA | 01/2014 | 08/2019 |
| Kingsmark Private Financial Advisors | Albany | GA | 10/2023 | Present |
| University Of North Georgia | Watkinsville | GA | 08/2019 | 08/2021 |
INDEPENDENT INSURANCE AGENT FOR VARIOUS COMPANIES, NON-INVESTMENT RELATED, SOLE-PROPRIETOR, P.O. BOX 70998, ALBANY, GA 31708. NATURE: INSURANCE AGENT. SINCE APRIL 2024, 8 HOURS PER MONTH, 8 HOURS PER MONTH DURING TRADING HOURS. DUTIES: RECOMMEND SALE OF LIFE, DISABILITY, AND LONG TERM CARE INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-01 |
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