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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-11-15 |
| TN | RA | APPROVED | 2016-08-18 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 10/2007 | 04/2017 |
| Truist Advisory Services, Inc | Atlanta | GA | 08/2016 | Present |
| Truist Advisory Services,Inc. | Atlanta | GA | 04/2017 | Present |
OMEGA PROPERTIES; INVESTMENT RELATED; 105 LIBERTY COVE, HENDERSONVILLE, TN 37075; RENTAL HOMES; JOINT OWNER (WITH WIFE); 2003; HRS MNTHLY: 2; TRDNG HRS: 0; HELP WIFE MANAGE PROPERTIES. LONG HOLLOW, LLC; GALLATIN, TN; MANAGER; PASSIVE REAL ESTATE INVESTMENT; I AM A MEMBER OF THE LLC AND I HELP MANAGE; 0-HOURS PER MONTH DURING BUSINESS HOURS/ 1-HOUR PER MONTH AFTER BUSINESS HOURS. RREAF HOLDINGS-STATION CAMP LLC POSITION: PARTNER NATURE: 29 ACRES OF RAW LAND. INVESTMENT RELATED: NO NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 2 START DATE: 08/02/2004 ADDRESS: GALLATIN TN DESCRIPTION: PASSIVE INVESTOR. POSITION: PARTNER NATURE: PARTNER INA POSSIBLE COMMERCIAL PROPERTY LOCATED IN SUMNER COUNTY TN. INVESTMENT RELATED: NO NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 07/15/2015 ADDRESS: HENDERSONVILLE TN DESCRIPTION: PARTNER IN A REAL ESTATE INVESTMENT. LAUGHTER CONSTRUCTION POSITION: Partner NATURE: Home building INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/18/2024 ADDRESS: Hendersonville TN, United States DESCRIPTION: Partnered with son to form a construction company that builds and rehabs houses. AMBASSADOR PROPERTIES LLC POSITION: Owner NATURE: Establishing an LLC to hold 4 acres of land in Gallatin TN. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/17/2025 ADDRESS: Hendersonville TN, United States DESCRIPTION: Manage the 4 acres of land. This is a passive investment.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-04-17 |
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