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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2016-09-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Banks, Inc | Falls Church | VA | 04/2013 | 02/2021 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 03/2015 | 02/2021 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 12/2019 | 02/2021 |
| Truist Investment Services, Inc. | Richmond | VA | 02/2021 | Present |
| Truist Advisory Services, Inc. | Richmond | VA | 02/2021 | Present |
NONE, PASSIVE ACTIVITY POSITION: none NATURE: I planto purchasedelinquent Maryland Tax Lien Certificates from Prince Georges County Maryland where I live. The activity is done through the public government online website. And, I will not be purchasing Truist owned property or debt. These arenot brokerage securities. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/11/2021 ADDRESS: , Upper Marlboro MD , United States DESCRIPTION: This is a hobby for passive income strategy to diversify my portfolio. And, will be done after business hours or on the weekend.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-10 |
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