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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-20 |
| MD | RA | APPROVED | 2017-07-11 |
Branch Locations
1200 Riverplace Blvd Fl 5, Jacksonville, FL 32207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Weehawken | NJ | 03/2005 | 07/2017 |
| Suntrust Investment Services, Inc | Atlanta | GA | 07/2017 | Present |
| Suntrust Advisory Services, Inc | Atlanta | GA | 07/2017 | Present |
| Bb&T Securities, Llc | Rockville | MD | 12/2019 | Present |
SAINT FRANCIS UNIVERSITY POSITION: Member of Board of Trustees NATURE: Saint Francis University is an academic institution that serves a student population of roughly 2,200. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: Loretto PA, United States DESCRIPTION: The Board of Trustees will help determine the guiding principles for the University. Areas of focus will be admissions, curriculum, student life, continuing to participate in sports at the division one level, potential capital investments. I will be a general member of the Board of Trustees.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1990-01-03 |
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