0001805362-20-000004.txt : 20201014
0001805362-20-000004.hdr.sgml : 20201014
20201014165815
ACCESSION NUMBER: 0001805362-20-000004
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
BEARD,JIMMIE,ANTHONY,
FILED AS OF DATE: 20201014
DATE AS OF CHANGE: 20201014
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Concentric Municipal Advisors LLC
CENTRAL INDEX KEY: 0001805362
IRS NUMBER: 844761518
STATE OF INCORPORATION: FL
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA-I/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-05585
FILM NUMBER: 201239503
BUSINESS ADDRESS:
STREET 1: 4765 SW 148TH AVE
STREET 2: SUITE 501
CITY: FT LAUDERDALE
STATE: FL
ZIP: 33330
BUSINESS PHONE: 786-281-0074
MAIL ADDRESS:
STREET 1: 4765 SW 148TH AVE
STREET 2: SUITE 501
CITY: FT LAUDERDALE
STATE: FL
ZIP: 33330
MA-I/A
1
primary_doc.xml
MA-I/A
0001805362
XXXXXXXX
Jimmie A. Beard
786-281-0074
jimabeard@altiusgp.com
N
N
Jimmie
Anthony
Beard
2298698
N
1
0001805362
Concentric Municipal Advisors LLC
03-04-2020
N
03-04-2020
0001805362
LOCATED
SUPERVISED
03-04-2020
4765 SW 148TH AVE
SUITE 501
FT LAUDERDALE
FL
33330
LOCATED
SUPERVISED
03-04-2020
3333 Piedmont Road NE
Suite 2050
Atlanta
GA
30305
LOCATED
SUPERVISED
03-04-2020
Jim
A
Beard
J
Anthony
Beard
03-2020
Concentric Municipal Advisors LLC
Ft Lauderdale
FL
33330
Y
N
Principal/Director
05-2018
03-2020
Infrastructure Consulting Group LLC
Pembroke Pines
FL
33028
N
N
Principal
07-2010
05-2018
City of Atlanta - Georgia
Atlanta
GA
30303
N
N
Chief Financial Officer
08-2006
07-2010
Palm Beach County - Florida
West Palm Beach
FL
33401
N
N
Treasurer - Director of Finance
Y
05-2018
Infrastructure Consulting Group
4765 SW 148th Ave
Suite 501
Ft Lauderdale
FL
33330
N
N
General and Management Consulting
Principal
20
Provide general and management consulting services to clients
N
Y
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
10-14-2020
Jimmie A. Beard
Principal/CCO
6A(1)(b)
Y
Northern District of Georgia
120-CR-351
600 US Courthouse 75 Ted Turner Drive SW
Atlanta
GA
30303
USA v Jimmie Anthony Beard
09-15-2020
Wire Fraud - 18 USC 1343
8
Not Guilty
Y