Donald L. Beasley

TRADEMARK CAPITAL MANAGEMENT

Watkinsville, GA 30677

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CRD#: 1910483

Professional summary

Donald Lawrence Beasley is a registered financial advisor currently at TRADEMARK CAPITAL MANAGEMENT INC. located in Watkinsville, Georgia.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Donald has worked at 5 firms and has passed the Series 65 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Stone Barn Portfolios, 439 Ridge Road, Spring City, PA 19475; investment-related; web-based investment research and model portfolios, provide research/model portfolio testing and participate in podcasts; spend 5-6 hours on this activity monthly, non during business or trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Lawrence Beasley's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 5, 2015 - Present

TRADEMARK CAPITAL MANAGEMENT INC.

Office #1: 1551 Jennings Mill Road Suite 1200a, Watkinsville, GA 30677

RIA

CRD#: 214512

Watkinsville, GA

Past

April 20, 2011 - September 8, 2015

TRADEMARK CAPITAL MANAGEMENT INC

RIA

CRD#: 110237

WATKINSVILLE, GA

Past

September 19, 2007 - April 4, 2011

ATHENS CAPITAL GROUP, LLC

RIA

CRD#: 142752

BOGART, GA

Past

April 11, 2003 - September 20, 2006

STADION MONEY MANAGEMENT, LLC

RIA

CRD#: 112608

BOGART, GA

Past

January 26, 2001 - December 31, 2002

RIVERNORTH CAPITAL MANAGEMENT, LLC

RIA

CRD#: 122020

BOGART, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRADEMARK CAPITAL MANAGEMENT INC.

TRADEMARK | TRADEMARK SPORTS MANAGEMENT | TRADEMARK CAPITAL MANAGEMENT INC. | TRADEMARK CAPITAL ASSET MANAGEMENT

CRD#: 214512 / SEC#: 801-100363

RIA

Registered Investment Advisory firm - (6/12/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(8/5/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/8/1994

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 2

Date: 5/16/1995

Non-Member General Securities Examination

Current Firm

TRADEMARK CAPITAL MANAGEMENT INC.

TRADEMARK | TRADEMARK SPORTS MANAGEMENT | TRADEMARK CAPITAL MANAGEMENT INC. | TRADEMARK CAPITAL ASSET MANAGEMENT

CRD#: 214512 / SEC#: 801-100363

RIA

Registered Investment Advisory firm - (6/12/2015 Approved)

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Contact information

Main Address

1551 Jennings Mill Road Suite 1200a, Watkinsville, GA 30677

Mailing Address

Phone number

(706) 534-2351

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TRADEMARK CAPITAL MANAGEMENT, INC. BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	453
AUM (Assets Under Management)	$ 220,356,375

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Donald L. Beasley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Lawrence Beasley's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRADEMARK CAPITAL MANAGEMENT INC.

TRADEMARK CAPITAL MANAGEMENT INC

ATHENS CAPITAL GROUP, LLC

STADION MONEY MANAGEMENT, LLC

RIVERNORTH CAPITAL MANAGEMENT, LLC

Primary Firm SEC Registration

TRADEMARK CAPITAL MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/8/1994

Series 2

Date: 5/16/1995

Current Firm

TRADEMARK CAPITAL MANAGEMENT INC.

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRADEMARK CAPITAL MANAGEMENT INC.

TRUST BUT VERIFY

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