MC
Mark P. Collinsworth
GLOBAL INVESTMENT ADVISORY
Collierville, TN
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CRD#: 4422660
MC
Professional summary
Mark Paul Collinsworth, who also goes by Mark Paul Collinsworth, is a registered financial advisor currently at GLOBAL INVESTMENT ADVISORY located in Collierville, Tennessee.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Mark has worked at 6 firms and has passed the Series 66, Series 87 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mark Paul Collinsworth
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.
Mr. Mark P. Collinsworth is the CEO for Vere Global Insurance Group, LLC, an insurance agency located at 1288 Marsh Springs, Collierville TN 38107. Mr. Collinsworth's responsibilities include administration and oversight of the business.
Start date with business : 2018-03-01
Hours devoted to business during trading hours : 1
Hours devoted to business outside trading hours : 1
Percentage of total yearly compensation expected to be derived from the business : 3.
Gjallarhorn Capital Inc; investment related: Yes; Location of the business: 1288 Marsh Springs Ln, TN 38017; Description of the business: Gjallarhorn Capital Inc is the General Partner for a incubator hedge fund.; Position Title: Chief Excutive Investment Officier; Responsibilities Duties: portfolio management and research; Start date with business: 2019-11-29; Hours devoted to business during trading hours: 3; Hours devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 3.
Mimir's Well LP; investment related: Yes; Location of the business: 1288 Marsh Springs Ln TN 38017; Description of the business: Incubator Hedge Fund to develop track record. ; Position Title: Senior Portfolio Manager; Responsibilities Duties: portfolio management and research;
Start date with business: 2019-11-29; Hours devoted to business during trading hours: 1; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0.Mimir's Well LP is a incubator hedge fund to develop a track record. No client money will be invested during the incubator stage just personal money until a track record is developed.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Paul Collinsworth'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
October 28, 2024 - Present
GLOBAL INVESTMENT ADVISORY
RIA
CRD#: 310305
Collierville, TN
Past
April 21, 2011 - December 31, 2013
FORTITUDE ADVISORY GROUP L.L.C.
RIA
CRD#: 116083
GIG HARBOR, WA
Past
March 16, 2011 - December 31, 2013
ARGENTUS SECURITIES, LLC
BD
CRD#: 45915
COLLIERVILLE, TN
Past
February 16, 2011 - May 2, 2011
OAKVIEW CAPITAL MANAGEMENT, L.P.
RIA
CRD#: 144877
DALLAS, TX
Past
September 9, 2010 - August 8, 2025
VERE GLOBAL WEALTH MANAGEMENT
RIA
CRD#: 154312
COLLIERVILLE, TN
Past
August 30, 2001 - March 26, 2009
STANFORD GROUP COMPANY
RIA
CRD#: 39285
MEMPHIS, TN
Past
August 7, 2001 - March 26, 2009
STANFORD GROUP COMPANY
BD
CRD#: 39285
MEMPHIS, TN
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".
GI
GLOBAL INVESTMENT ADVISORY
CAPE INVESTMENT ADVISORY | GLOBAL INVESTMENT ADVISORY LLC | GLOBAL INVESTMENT ADVISORY
CRD#: 310305 / SEC#: 801-131279
RIA
Registered Investment Advisory firm - (10/1/2024 Approved)California
Registered Investment Advisory firm - (10/31/2024 Terminated)Georgia
Registered Investment Advisory firm - (10/4/2024 Terminated)North Carolina
Registered Investment Advisory firm - (10/4/2024 Terminated)Texas
Registered Investment Advisory firm - (10/1/2024 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
Pennsylvania(10/29/2024)
IAR
Tennessee(10/28/2024)
IAR
Texas(10/28/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GI
GLOBAL INVESTMENT ADVISORY
CAPE INVESTMENT ADVISORY | GLOBAL INVESTMENT ADVISORY LLC | GLOBAL INVESTMENT ADVISORY
CRD#: 310305 / SEC#: 801-131279
RIA
Registered Investment Advisory firm - (10/1/2024 Approved)California
Registered Investment Advisory firm - (10/31/2024 Terminated)Georgia
Registered Investment Advisory firm - (10/4/2024 Terminated)North Carolina
Registered Investment Advisory firm - (10/4/2024 Terminated)Texas
Registered Investment Advisory firm - (10/1/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1600 Pennsylvania Avenue, Mcdonough, GA 30253
Mailing Address
Phone number
(678) 583-1120
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 100 |
| AUM (Assets Under Management) | $ 21,484,490 |
Red Flags
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