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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-07-02 |
| FL | RA | APPROVED | 2017-08-30 |
Branch Locations
400 Park Ave South Ste 200, Winter Park, FL 32789 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Morgan Stanley & Co. Incorporated | Winter Park | FL | 08/2008 | 07/2017 |
| Morgan Stanley Smith Barney | Winter Park | FL | 06/2009 | 07/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 07/2017 |
| Truist Investment Services, Inc. | Orlando | FL | 07/2017 | Present |
| Truist Advisory Services, Inc. | Orlando | FL | 08/2017 | Present |
* RENTAL PROPERTY; LAKE MARY, FL * OWNER * COLLECTS RENT * 01/2013 -PRESENT * 0 HOURS DEVOTED PER MONTH TO OBA DURING TRADE HOURS * 4 HOURS DEVOTED PER MONTH TO OBA AFTER TRADE HOURS BETHPERRY GROUP LLC POSITION: MGR NATURE: Real Estate Holding LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/03/2019 ADDRESS: , Lake Mary FL , United States DESCRIPTION: Collect Rents - Property Improvements - Book Keeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-19 |
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