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AB

Annalise C. Bellinger

TRAILMARK
Atlanta, GA 30326-1352
Some features on this profile are disabled
CRD#: 7685346
AB

Professional summary

Annalise Clare Bellinger, who also goes by Anna Clare Bellinger, is a registered financial professional currently at TRAILMARK INC. located in Atlanta, Georgia.

Annalise is registered as a RR (Registered Representative) and started their career in finance in 2023. Annalise has worked at 1 firm and has passed the Series 63, Series 82TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Anna Clare Bellinger

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 Annalise Clare Bellinger'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

April 28, 2023 - Present

TRAILMARK INC.

Office #1: 3355 Lenox Road Ne Suite 805, Atlanta, GA 30326-1352
BD
CRD#: 104408
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

State Security Law Exam
RR
Series 63
Date: 5/12/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 4/28/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
SIE
Date: 3/20/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

TI
TRAILMARK INC.
FORTRESS GROUP, INC. | TRAILMARK INC. | FORTRESS WILLIAMSON SECURITIES, INC.

CRD#: 104408 / SEC#: , 8-52864

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

Main Address
3355 Lenox Road Ne Suite 805, Atlanta, GA 30326-1352
Mailing Address
P.o. Box 190549, Atlanta, GA 31119
Phone number
(404) 900-5501
Established
Georgia since 08/07/2000
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CAPUTO, CHRISTOPHER JOSEPHPRESIDENT/MANAGING DIRECTOR/50% STOCKHOLDER1734605
WILLIAMSON, BRUCE ALANCFO/VP/CORPORATE SECRETARY/MANAGING DIRECTOR/50% STOCKHOLDER1923210
WILLIAMSON, BRUCE ALANCHIEF COMPLIANCE OFFICER, FINOP1923210

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

TRAILMARK INC.

CRD#: 104408Atlanta, GA 30326-1352

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