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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-04-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc | Orlando | FL | 01/2016 | 12/2016 |
| Suntrust Bank | Melbourne | FL | 01/2017 | Present |
| Suntrust Investment Services, Inc. | Atlanta | GA | 01/2017 | Present |
| Suntrust Advisory Services,Inc. | Atlanta | GA | 03/2017 | Present |
FRIENDS OF SALLY'S HOUSE POSITION: Board Member NATURE: Helps to provide residential housing to women (and their children) during substance abuse recovery. The housing and programs are designed to assist in the reunification of families and keeping women with their children. We also provide a safe space for pregnant women in recovery. Women are more successful in recovery when reunited with their children. The Friends of Sally's House organization increase community awareness and provides financial support to Sally's House, a program of Circles of Care, Inc. Sally's House has been in operation since 1993 and is a 'one of a kind' program in Brevard County providing transitional residence and counseling support for mothers in recovery from alcohol and drug abuse. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/02/2023 ADDRESS: Melbourne FL, United States DESCRIPTION: As a board member I assist in raising money through luncheons, events and community connections. The money raised through Sally's House helps to offset costs associated with the program and to assist the young families with ancillary needs. RENTAL PROPERTY POSITION: Property Owner NATURE: I own a property that my daughter rents. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2024 ADDRESS: Indialantic FL, United States DESCRIPTION: Own rental property that my daughter rents.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-15 |
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