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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-06 |
Branch Locations
9600 Collins Avenue 2Nd Floor, Bal Harbour, FL 33154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Miami | FL | 05/2007 | 10/2024 |
| Truist Advisory Services, Inc | Miami | FL | 10/2024 | Present |
| Truist Investment Services, Inc | Miami | FL | 10/2024 | Present |
RENTAL PROPERTY POSITION: Owner NATURE: I am a part owner of a residential property in Chicago, IL. This property is 100% family owned and rented to immediate family members only. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2008 ADDRESS: Chicago IL, United States DESCRIPTION: Responsible for occasional administrative matters associated with owning property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-30 |
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