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GP

Grant P. Parker

TRADEMARK CAPITAL MANAGEMENT
Athens, GA 30601
CRD#: 7979907
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GP
Grant Patrick ParkerTRADEMARK CAPITAL MANAGEMENT

Professional summary

Grant Patrick Parker is a registered financial advisor currently at TRADEMARK CAPITAL MANAGEMENT INC. located in Athens, Georgia.

Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Grant has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Patrick Parker'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 21, 2026 - Present

TRADEMARK CAPITAL MANAGEMENT INC.

Office #1: 320 E. Clayton St. Suite 516, Athens, GA 30601
RIA
CRD#: 214512
Athens, GA
Past

January 31, 2025 - April 14, 2026

STATE FARM VP MANAGEMENT CORP.

BD
CRD#: 43036
Braselton, GA
Past

September 12, 2024 - April 14, 2026

STATE FARM INVESTMENT MANAGEMENT CORP.

RIA
CRD#: 3487
Braselton, GA

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".
TC
TRADEMARK CAPITAL MANAGEMENT INC.
TRADEMARK | TRADEMARK SPORTS MANAGEMENT | TRADEMARK CAPITAL MANAGEMENT INC. | TRADEMARK CAPITAL ASSET MANAGEMENT

CRD#: 214512 / SEC#: 801-100363

RIA
Registered Investment Advisory firm - (6/12/2015 Approved)

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
(4/21/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/2/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/12/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/31/2025
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/14/2023
Securities Industry Essentials Examination

Current Firm

TC
TRADEMARK CAPITAL MANAGEMENT INC.
TRADEMARK | TRADEMARK SPORTS MANAGEMENT | TRADEMARK CAPITAL MANAGEMENT INC. | TRADEMARK CAPITAL ASSET MANAGEMENT

CRD#: 214512 / SEC#: 801-100363

RIA
Registered Investment Advisory firm - (6/12/2015 Approved)
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Contact information

Main Address
1551 Jennings Mill Road Suite 1200a, Watkinsville, GA 30677
Mailing Address
Phone number
(706) 534-2351
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TRADEMARK CAPITAL MANAGEMENT, INC. BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts453
AUM (Assets Under Management)$ 220,356,375

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

TRADEMARK CAPITAL MANAGEMENT INC.

CRD#: 214512Athens, GA 30601

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