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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-09-16 |
Branch Locations
26731 S Tamiami Trail, Bonita Springs, FL 34134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Bonita Springs | FL | 10/2012 | 03/2018 |
| Suntrust Investment Services, Inc | Atlanta | GA | 10/2012 | 03/2018 |
| Truist Advisory Services, Inc. | Bonita Springs | FL | 09/2016 | Present |
| Truist Investment Services, Inc. | Bonita Springs | FL | 03/2018 | Present |
| Truist Bank | Bonita Springs | FL | 03/2018 | Present |
ABANTIKA & PIYUSH SHAH FOUNDATION POSITION: Director NATURE: The primary purpose of this foundation is to care for the needy in India. The foundation focuses on education with additional objectives including caring for the elderly, expanding access to medical care and vocational training. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/25/2025 ADDRESS: Bonita Springs FL, United States DESCRIPTION: Review new and ongoing projects.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-01 |
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