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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-11-24 |
Branch Locations
201 N Union St Ste 240, Alexandria, VA 22314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Mclean | VA | 05/2015 | 06/2017 |
| Pnc Investments | Mclean | VA | 05/2015 | 06/2017 |
| Suntrust Investment Services, Inc | Atlanta | GA | 06/2017 | Present |
| Suntrust Advisory Services, Inc | Atlanta | GA | 06/2017 | Present |
RENTAL PROPERTY POSITION: Owner NATURE: Renting out my beach house. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/29/2024 ADDRESS: Long Beach Island NJ, United States DESCRIPTION: I hired a property manager to manage the rentals. The property manager will receive the rent payments and disperse funds.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-19 |
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