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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2016-06-06 |
Branch Locations
919 E Main Street 8Th Floor, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Richmond | VA | 01/2009 | Present |
| Suntrust Advisory Services | Richmond | VA | 05/2016 | 09/2025 |
| Truist Advisory Services, Inc | Richmond | VA | 09/2025 | Present |
MCV FOUNDATION POSITION: Trustee/Investment Committee Chair NATURE: MCV Foundation is a non-profit foundation that supports the research work of the Medical College of Virginia- VCU Health. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 07/01/2022 ADDRESS: Richmond VA, United States DESCRIPTION: Partner with other Trustees to provide oversight to the foundation's investment strategy which is managed by an investment adviser in an OCIO model. I will not have check writing/money movement ability and cannot direct specific investments. Committee is responsible for setting IPS- strategic allocation ranges, confirming commitment to Private Capital Plan, and oversight responsibilities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-21 |
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