BEYOND CAPITAL FINANCIAL MANAGEMENT GROUP, INC.
CRD #149808 SEC #801-71757 MERIDIAN, MS 601-693-3007
SEC Registered
Total AUM
$22M
Discretionary
$0
Employees
1
Clients
1
Accounts
232
Firm Details
- Organization Type
- Corporation
- State of Formation
- Mississippi
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| REA, MEREDITH, ANNE | I | SECRETARY/TREASURER | NA | |
| REA, MEREDITH, ANNE | I | SECRETARY/TREASURER | NA | |
| WATTS, THOMAS, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WATTS, THOMAS, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WATTS, THOMAS, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WATTS, THOMAS, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WATTS, THOMAS, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| WATTS, THOMAS, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| WATTS, THOMAS, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| GLICCO, JOHN, DEREK | I | VICE PRESIDENT | C | Control |
| GLICCO, JOHN, DEREK | I | VICE PRESIDENT | C | Control |
| GLICCO, JOHN, DEREK | I | VICE PRESIDENT | C | Control |
Registrations
Federal
IA
Mar 30, 2012 REGISTERED
Notice Filings (4)
AL LA MS TX
Address
2211 5TH STREETSUITE 107
MERIDIAN, MS 39301
United States
Phone: 601-693-3007