KM
Kai A. Mays
TYRONE, GA 30290
Some features on this profile are disabled
CRD#: 6198289
KM
Kai A Mays
Professional summary
Kai A Mays, who also goes by Kai A Bullock, Kai Mays, was a registered financial advisor .
Kai is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Kai had worked at 2 firms and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Aliases
Kai A Bullock | Kai Mays
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.
NAME: JK EDWARDS & COMPANY; INVESTMENT RELATED: No; ADDRESS: Tyrone, GA NATURE: This business provides individual and small business tax planning and preparation services. We also offer bookkeeping and accounting services. We consult with current and potential clients regarding business entity selection and business setup. We assist clients with federal and state tax account resolution; POSITION: Independent Contractor; START DATE: 01/2005 APPROX. # HOURS/MONTH: 80hrs; DURING SECURITIES TRADING: 80hrs; DUTIES: My primary duties associated with this activity involve consulting, interviewing, engaging, and performing services for clients. I consult regarding tax planning, business entity selection, and tax account resolution concerns. I interview current and potential tax preparation clients. I engage clients and provide services in the areas of tax planning, tax preparation, business entity creation, and tax account resolution. NAME: Kai Mays, Sole Proprietor; INVESTMENT RELATED: Yes; ADDRESS: Tyrone, GA NATURE: Insurance Sales and service; POSITION: Insurance Agent; START DATE: 10/2020 APPROX. # HOURS/MONTH: 32 hrs; DURING SECURITIES TRADING: 4 hrs; DUTIES: health and life insurance sales
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
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
August 31, 2026 - Present
Office #1: 120 Handley Rd., Bldg. 600, Ste 620, Tyrone, GA 30290
TYRONE, GA
Past
February 14, 2020 - October 24, 2024
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Tyrone, GA
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(8/31/2026)
Current firm
No current employment
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.
Company Information
No current employment
TRUST BUT VERIFY
Monitor Kai Mays
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
