MH
Mark T. Hobbs
HOBBS GROUP ADVISORS LLC
COLUMBIA, SC 29201
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CRD#: 4079959
MH
Professional summary
Mark Thomas Hobbs is a registered financial advisor currently at HOBBS GROUP ADVISORS LLC located in Columbia, South Carolina.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Mark has worked at 4 firms and has passed the Series 65, Series 63, Series 66, SIE and Series 6 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.
1. HOBBS GROUP ADVISORS, LLC; INVESTMENT REALTED; 1727 LAUREL STREET COLUMBIA SC 29201; REGISTERED INVESTMENT ADVISORS; PRESIDENT; 11/2006; 20HRS/MO; 1HR/DAY; COMPENSATION - NET INCOME; FINANCIAL PLANNING AND INVESTMENT MANAGEMENT 2. THE HOBBS GROUP PA; NOT INVESTMENT RELATED; 1704 LAUREL STREET COLUMBIA SC 29201; CPA; MANAGING PARTNER; 12/1986; 170HRS/MO; 8HRS/DAY; COMPENSATION - SALARY & NET INCOME; MANAGING PARTNER OF CPA FIRM 3)Wealth Alliance;not investment related;1704 Laurel Street,Columbia,SC 29201; insurance;president;6/15/1999;2-3 hrs/month;0 hrs during trading;promote insurance/1099 business 4)1700 Laurel Street Associates;investment related;1704 Laurel Street,Columbia,SC 29201; commercial landlord office;partner and managing partner(80% owner);1993;2 hrs/month;0 hrs during trading;manage 15,000 sq. foot building 5)J.T. Johnson Farms LLC;investment related;1704 Laurel Street,Columbia,SC 29201;farm land & timber;managing member;2008-2009;1 hr/month;0 hrs during trading;pay taxes on real property,deal with forester & farmers who lease land 6)Carrie Green Johnson LLC;investment related;1704 Laurel Street;farm land & timber;managing member;2008-2009;1 hr/month;0 hrs during trading;dealing with farmers/forester & keeping checkbook 7)Zesto Two Hotel Properties,LLC;investment related;1704 Laurel Street,Columbia,SC 29201;commercial property;manager;2004;1-2 hrs/month;0 hrs during trading;manager 8)125 West Stone Avenue;investment related;125 West Stone Street,Greenville,SC;commercial office rental;manager;2018;2 hrs/month;0 hrs during trading;managing building leased to upstate office 9)Cat Eye Properties LLC;investment related;1704 Laurel Street,Columbia,SC;farm timber;manager;2016;1-2 hrs/month;deal with tenant farmers/forester 10)Special Needs Trust;not investment related;1704 Laurel Street,Columbia,SC 28201;conservator of duplex;conservator;2012;1 hr/month;0 hrs during trading;conservator 11)Family trust;investment related;1704 Laurel Street;trust;co-trustee;2017;1 hr/month;0 hrs during trading;co-trustee 12)Hobbs Farm;investment related;1704 Laurel Street;farm timber;tenant in common;1998;.5 hrs/month;0 hrs during trading;dealing with farmer-timber 13)ALT Trust;investment related;1 Oakmen Circle;trust;advisor;2006;1 hr/month;0 hrs during trading;advise beneficiaries/consult with questions 14)Puddin Swamp Partners;investment related;1704 Laurel Street,Columbia,SC 29201;real estate commercial;majority member/investor real estate;2015;1 hr/month;0 hrs during trading;manage property for tenant
CRS (Client Relationship Summary) - RIA
Click below to view Mark Thomas Hobbs's 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®
NoneExperience
Current
June 1, 2011 - Present
HOBBS GROUP ADVISORS LLC
Office #1: 1704 Laurel Street Co, Columbia, SC 29201RIA
CRD#: 157274
COLUMBIA, SC
Past
October 25, 2006 - April 3, 2023
TRIAD ADVISORS LLC
BD
CRD#: 25803
COLUMBIA, SC
Past
June 15, 2006 - November 3, 2006
CAROLINA WEALTH MANAGEMENT, LLC
RIA
CRD#: 123348
COLUMBIA, SC
Past
April 29, 2005 - October 5, 2006
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
COLUMBIA, SC
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".
HG
HOBBS GROUP ADVISORS LLC
HOBBS GROUP ADVISORS LLC
CRD#: 157274 / SEC#: 801-113063
RIA
Registered Investment Advisory firm - (4/27/2018 Approved)South Carolina
Registered Investment Advisory firm - (5/7/2018 Terminated)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
South Carolina(6/1/2011)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
HG
HOBBS GROUP ADVISORS LLC
HOBBS GROUP ADVISORS LLC
CRD#: 157274 / SEC#: 801-113063
RIA
Registered Investment Advisory firm - (4/27/2018 Approved)South Carolina
Registered Investment Advisory firm - (5/7/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1727 Laurel Street, Columbia, SC 29201
Mailing Address
Phone number
(803) 540-3034
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,031 |
| AUM (Assets Under Management) | $ 479,100,000 |
Red Flags
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Company Information
HOBBS GROUP ADVISORS LLC
CRD#: 157274Columbia, SC 29201TRUST BUT VERIFY
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