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AT

Anna E. Tatum

THE STRATEGIC FINANCIAL ALLIANCE
Atlanta, GA 30345
Some features on this profile are disabled
CRD#: 7273094
AT

Professional summary

Anna Elise Tatum, who also goes by Anna Tatum, is a registered financial professional currently at THE STRATEGIC FINANCIAL ALLIANCE, INC. located in Atlanta, Georgia and TIMBREL CAPITAL, LLC located in Atlanta, Georgia.

Anna is registered as a RR (Registered Representative) and started their career in finance in 2020. Anna has worked at 3 firms and has passed the Series 99TO, SIE and Series 27 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Anna Tatum

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Anna Elise Tatum'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®
None

Experience

Current

May 9, 2024 - Present

THE STRATEGIC FINANCIAL ALLIANCE, INC.

Office #1: 2200 Century Parkway Suite 500, Atlanta, GA 30345
RIA
BD
CRD#: 126514
Atlanta, GA
Current

May 17, 2024 - Present

TIMBREL CAPITAL, LLC

Office #1: 2200 Century Parkway Suite 500 Ste 500, Atlanta, GA 30345
BD
CRD#: 298131
Atlanta, GA
Past

September 4, 2020 - May 1, 2024

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 7369
ATLANTA, GA

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 99TO
Date: 9/4/2020
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 6/27/2020
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 27
Date: 1/20/2021
Financial and Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

TC
TIMBREL CAPITAL, LLC
TIMBREL CAPITAL, LLC

CRD#: 298131 / SEC#: , 8-70178

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
2200 Century Parkway Suite 500, Atlanta, GA 30345
Mailing Address
2200 Century Parkway Suite 500, Atlanta, GA 30345
Phone number
(678) 954-4100
Established
Georgia since 07/06/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
TIMBREL HOLDINGS, LLCSOLE MEMBER
COPELAND, JOSEPH KILLINGSWORTHINFORMATION AND TECHNOLOGY OFFICER6847982
GOLD, RANDY SCOTTPRESIDENT6952957
SULLIVAN, JULIE ANNCCO1112088
TATUM, ANNA ELISEFINOP, CHIEF ACCOUNTING OFFICER7273094

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

TIMBREL CAPITAL, LLC

CRD#: 298131Atlanta, GA 30345

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