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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Houston | TX | 10/2010 | 11/2017 |
| Bb&T Securities | Houston | TX | 11/2017 | Present |
| Truist Investment Services, Inc. | Houston | TX | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
TELOS HOLDINGS POSITION: Partner NATURE: This is a holding company investing in real estate properties. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2023 ADDRESS: Houston TX, United States DESCRIPTION: I am a partner in the enterprise. My involvement will focus on potential deal reviews and recommendations on acquisition strategy.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-14 |
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