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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2016-12-01 |
Branch Locations
303 Peachtree Street Ne Fl 31, Atlanta, GA 30308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Advisory Services/Truist Advisory Services, Inc. | Atlanta | GA | 11/2016 | 09/2021 |
| Suntrust Bank | Atlanta | GA | 05/2012 | 11/2016 |
| Genspring Family Offices | Atlanta | GA | 11/2016 | 04/2017 |
| Truist Advisory Services, Inc. | Atlanta | GA | 09/2021 | 09/2025 |
| Truist Advisory Services, Inc. | Atlanta | GA | 09/2025 | Present |
BREAKTHROUGH T1D POSITION: Board Member NATURE: Breakthrough T1D, formerly JDRF, is the leading global organization funding Type 1 diabetes (T1D) research. The goal of Breakthrough T1D is to improve the lives of every person affected by T1D by accelerating progress on the most promising opportunities for curing, better treating, and preventing the disease. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2023 ADDRESS: Atlanta GA, United States DESCRIPTION: As a board member, the primary responsibility is to raise awareness within our communities, help with fund raising, connections and direction setting.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-01-08 |
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