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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-08-16 |
Branch Locations
201 Alhambra Circle Suite 1400, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 11/2011 | Present |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-02-28 |
| S65 | Uniform Investment Adviser Law Examination | 2001-07-05 |
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