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