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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2017-09-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Private Bank | Richmaond | VA | 05/2006 | 06/2017 |
| Suntrust Investment Services | Atlanta | GA | 06/2017 | Present |
| Suntrust Advisory Services, Inc | Atlanta | GA | 09/2017 | Present |
Directed Motion LLC -- 50% member of entity that owns commercial real estate. No hours devoted to this business during trading hours. 1 Factory Radio LLC --100% owner of family business which spouse manages. No hours devoted to this business during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-09-11 |
| S65 | Uniform Investment Adviser Law Examination | 1997-06-30 |
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