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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-03-13 |
| FL | RA | APPROVED | 2016-10-27 |
Branch Locations
201 Alhambra Circle 14Th Floor, Coral Gables, FL 33134 • 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 | 02/2012 | Present |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | Present |
BRICKELL TOWNHOUSE POSITION: Landlord NATURE: Own a one-bedroom apartment in Miami, FL which I rent out. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2014 ADDRESS: Miami FL, United States DESCRIPTION: Landlord. KEY BISCAYNE YACHT CLUB POSITION: Board of Governors NATURE: Private membership yacht club providing marina facilities, boating and recreational activities, dining services, social events and related member amenities. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/31/2026 ADDRESS: Key Biscayne FL, United States DESCRIPTION: Serve as the club's governing body and am responsible for the overall leadership, strategic direction and stewardship of the organization on behalf of its members. We would focus on governance, policy, financial oversight and the long-term success of the club.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-18 |
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