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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2023-04-13 |
| TX | RA | APPROVED_RES | 2021-04-15 |
| PA | RA | APPROVED | 2020-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbtis | Allentown | PA | 07/2016 | 01/2018 |
| Bb&T Securities, Llc | Allentown | PA | 01/2018 | 09/2020 |
| Suntrust Investment Services | Allentown | PA | 09/2020 | 02/2021 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 09/2020 | 02/2021 |
| Truist Investment Services, Inc. | Mclean | VA | 02/2021 | Present |
Rental Property POSITION: owner NATURE: Owner/Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2014 ADDRESS: 93rd St, Stone Harbor NJ 08247, United States DESCRIPTION: Beach house-rent 1 month out of year EAST STROUDSBURG UNIVERSITY FOUNDATION POSITION: board Member NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 08/17/2017 ADDRESS: Prospect St, East Stroudsburg PA 18301, United States DESCRIPTION: University of Higher Education LEHIGH COUNTRY CLUB POSITION: Committee Member NATURE: Private Country Club INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2015 ADDRESS: S Cedar Crest Blvd, Allentown PA 18103 EAST STROUDSBURG UNIVERSITY WARRIOR FOOTBALL CLUB POSITION: Co-Chair NATURE: co-chair. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2019 ADDRESS: ESU Football Office at Koeler Fieldhouse, Henry Ahnert Alumni Center 200 prospect st, East Stroudsburg PA 18301
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-15 |
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