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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-02-06 |
| PA | RA | APPROVED | 2023-10-04 |
| MD | RA | APPROVED | 2021-12-10 |
| TX | RA | APPROVED_RES | 2021-04-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Hunt Valley | MD | 06/2013 | 02/2021 |
| Truist Investment Services, Inc. | Hunt Valley | MD | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
VACATION HOME RENTAL POSITION: Sole Proprietor NATURE: Vacation rental offered through Airbnb and VRBO. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 06/26/2023 ADDRESS: Hilton Head SC, United States DESCRIPTION: When not used by family, will offer for rent through Airbnb and VRBO. Manage rental through these services. Hired a property management service responsible for property maintenance cleaning and improvements.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-08 |
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