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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-12-08 |
| LA | RA | APPROVED | 2018-01-23 |
| TN | RA | APPROVED | 2016-09-13 |
Branch Locations
999 S Shady Grove D Ste 202, Memphis, TN 38120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc. | Atlanta | GA | 03/2009 | Present |
| Truist Advisory Services | Atlanta | GA | 09/2016 | Present |
POSITION: PARTNER NATURE: THIS IS AN LLC THAT MY FATHER OPENED TO BUILD, PURCHASE AND SELL REAL ESTATE. HE MADE ME A20% PARTNER INVESTMENT RELATED: NO NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 03/18/2014 ADDRESS: BENTONVILLE AR DESCRIPTION: I HAVE NOT RESPONSIBILITIES GTB LLC HOTWORX FRANCISE POSITION: Partner NATURE: This is an exercise facility INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/26/2018 ADDRESS: Fayetteville AR, United States DESCRIPTION: My wife and I will be a partner of an LLC that is buying an exercise studio in Fayetteville AR TGR ENTERPRISES LLC POSITION: Partner NATURE: This the same OBA that was approved last year we are just opening another location and for liability we are opening another LLC we will be opening a Hotworx hot Yoga Studio INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 09/25/2019 ADDRESS: Rogers AR, United States DESCRIPTION: I review the books for the LLC and also have monthly calls with the other partners and staff to get the direction of the business. My wife has taken over any other duties other than the books for and this call. My name must continue to be on the LLC because of the way our assets and income is structured BENTONVILLE HW STUDIO LLC POSITION: Partner NATURE: Operates a Hotworx Exercise Studio INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2021 ADDRESS: Bentonville AR, United States DESCRIPTION: Investor, look over the books and payroll on a monthly basis and give my feedback on overall direction of the business RENTAL HOUSE POSITION: NA NATURE: My wife bought a house and will rent it to cover some of the expenses INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/11/2024 ADDRESS: Oxford MS, United States DESCRIPTION: Rental property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-12-16 |
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