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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2018-12-20 |
| TX | RA | APPROVED | 2018-12-18 |
| NC | RA | APPROVED | 2018-09-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Charlotte | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 09/2018 |
| Suntrust Investment Services | Atlanta | GA | 09/2018 | Present |
| Suntrust Advisory Services, Inc | Atlanta | GA | 09/2018 | Present |
SZATKOWSKI POSITION: Co trustee NATURE: The Szatkowski family has asked me to be the trustee on a trust for each of their children for a short period of time (5-7 years once they turn 30). My relationship with them has been personal in nature starting 20 years ago. They are currently clients and have been for about 9 years. Currently the trusts would not involve a brokerage account but that could change in the future (it would currently hold an ownership stake of a family business). They do not have a family member they feel fit to perform this duty and do not want a corporate trustee. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/11/2022 ADDRESS: , Fort Mill SC , United States DESCRIPTION: There will be two trusts one for each child. I will attach a draft.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-12-29 |
| S65 | Uniform Investment Adviser Law Examination | 1997-12-29 |
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