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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-01 |
| VA | RA | APPROVED | 2016-09-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 11/2002 | Present |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | Present |
ELIZABETH RIVER PROJECT -FINANCE AND DEVELOPMENT COMMITTEE POSITION: Board member NATURE: Charity that supports the cleaning of the Elizabeth River. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 03/01/2023 ADDRESS: Norfolk VA, United States DESCRIPTION: I review the budget. I help the board to decide on appropriate investments to discuss with the investment firms that manage the assets of the charity. I discuss the services the charity provides and solicit donations to support the charity. HAMPTON ROADS ESTATE PLANNING COUNCIL POSITION: Director NATURE: Promotes Estate planning education. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2022 ADDRESS: Virginia Beach VA, United States DESCRIPTION: Attend board meeting and vote on any issues that arise. NORFOLK COLLEGIATE SCHOOL BOARD OF DIRECTORS POSITION: Board Member NATURE: Private school serving primary and secondary education. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2024 ADDRESS: Norfolk VA, United States DESCRIPTION: Provide general guidance about the direction the school should be heading in the future and provide feedback to the school about it current services and reputation in the community.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-26 |
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