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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-07-06 |
Branch Locations
7455 Chancellor Drive Suite Cac South, Orlando, FL 32809 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 04/2017 | 06/2018 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 04/2017 | Present |
| Pnc | Rockledge | FL | 03/2016 | 03/2017 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 06/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-16 |
| S65 | Uniform Investment Adviser Law Examination | 1998-10-12 |
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