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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-08-16
  • FL RA
    APPROVED
    Since 2016-08-16

Branch Locations

201 Alhambra Circle Suite 1400, Coral Gables, FL 33134 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Investment Services, Inc. Atlanta GA 11/2011 Present
Suntrust Advisory Services Atlanta GA 08/2016 Present
  • 11/2011 → Present
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 08/2016 → Present
    Suntrust Advisory Services
    Atlanta, GA
Previous Registrations
  • 2007-11-14 → 2011-11-11
    Coral Gables, FL
  • 2004-08-30 → 2007-10-29
    Morgan Keegan & Company, Llc
    Coral Gables, FL
    Coral Gables, FL
  • 2003-03-28 → 2004-08-04
    Union Planters Investment Advisors, Inc.
    Hialeah, FL
Other Businesses

CREMA GOURMET ESPRESSO BAR POSITION: co-owner NATURE: Crema Gourmet Espresso Bar franchise. Crema Gourmet Espresso Bar sells food, coffee, teas, smoothies, and fresh pressed juices to the general public. https://www.cremagourmet.com/ INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2022 ADDRESS: Miami FL, United States DESCRIPTION: Primarily an investor/owner (50%) with business decisions responsibilities as required and/or when needed. Not involved in the day-to-day business operations. Personal time dedicated to this activity will be very limited and limited to outside securities trading hours. J6 DANIA POINTE CREMA VENTURES LLC POSITION: Member NATURE: Crema Gourmet Espresso Bar franchise via a Florida LLC. My LLC in the name of J6 Dania Pointe Crema Ventures LLC will own 33% of the franchise store in Dania Beach, FL. Crema Gourmet Espresso Bar sells food, coffee, teas, smoothies, and fresh pressed juices to the general public. https://www.cremagourmet.com/ INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2024 ADDRESS: Dania Beach FL, United States DESCRIPTION: Primarily an investor/owner with business decisions responsibilities as required and/or when needed. I will not be involved in the day-to-day business operations. Personal time dedicated to this activity will be very limited and outside securities trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-02-28
S65 Uniform Investment Adviser Law Examination 2001-07-05
  • S63 Uniform Securities Agent State Law Examination
    2006-02-28
  • S65 Uniform Investment Adviser Law Examination
    2001-07-05
Designations

View on SEC IAPD

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