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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-12-18 |
| FL | RA | APPROVED | 2016-09-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Advisory Services, Inc. | Atlanta | GA | 09/2016 | Present |
| Suntrust Advisory Services,Inc. | Atlanta | GA | 06/2009 | Present |
RENTAL PROPERTY / CONDO POSITION: Co-owner with spouse NATURE: We purchased a condo for our son to live, and the second bedroom will be rented out. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/28/2020 ADDRESS: Orlando FL, United States DESCRIPTION: none, no duties PROPERTY PURCHASE / 1250 BEULAH RD WINTER GARDNEN, FL. 34787 POSITION: Property Owner NATURE: We are purchasing a dilapidated property to fix up with children. The property is for two children that would like to work in the construction industry. We are helping in the financing and ownership for now because of their age. We do not expect any rental income for at least 1 year. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/22/2021 ADDRESS: Winter Garden FL, United States DESCRIPTION: I am assisting my son's wife, and daughters in the property purchase.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-07-23 |
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