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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2017-04-13 |
| TX | RA | APPROVED_RES | 2017-03-14 |
| NC | RA | APPROVED | 2016-09-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services | Atlanta | GA | 01/2005 | 02/2021 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 02/2021 |
| Truist Investment Services, Inc. | Chapel Hill | NC | 02/2021 | Present |
| Truist Advisory Services, Inc. | Chapel Hill | NC | 02/2021 | Present |
CHAPEL HILL COUNTRY CLUB POSITION: Board of Directors NATURE: country club - social organization INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: Chapel Hill NC, United States DESCRIPTION: I have been nominated to be on the Board of Directors. As such we oversee the administration of the club and its various activities (golf, tennis, building and grounds, etc.)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-29 |
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