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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-10-03 |
| 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 | Atlanta | GA | 02/2015 | Present |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | Present |
POSITION: LANDLORD NATURE: MY WIFE AND I OWN A RENTAL CONDO IN ALEXANDRIA VA. INVESTMENT RELATED: NO NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/13/2004 ADDRESS: ALEXANDRIA VA, UNITED STATES DESCRIPTION: COLLECT RENT ONCE PER MONTH.HANDLE REPAIRS AND MAINTENANCE IF ANY. WOLFTRAP PARTNERS LLC POSITION: Member NATURE: Two Families are going together to buy a house on Lake Anna in Virginia. This property will be a vacation home primarily, but potentially a short-term rental. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 05/07/2026 ADDRESS: Alexandria VA, United States DESCRIPTION: Some property maintenance and potential online marketing if offered as short-term rental.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-29 |
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