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240 Greenwich Street 9Th Floor East, New York, NY 10286-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-09-04 |
Branch Locations
240 Greenwich Street, New York, NY 10286 • United States
3050 Peachtree Road Nw Suite 300, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Dunedin | FL | 04/2003 | 02/2020 |
| Suntrust Investment Services, Inc. | Dunedin | FL | 04/2003 | 02/2020 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 02/2020 |
| Bny Mellon | Atlanta | GA | 12/2019 | Present |
| Bny Mellon Securities Corporation | Atlanta | GA | 07/2020 | Present |
1. Employee of BNY Mellon, discuss investment management, trust and estate planning, banking, credit and/or lending services provided by BNY Mellon. 2. Trustee of Woodruff Arts Center, (Art Center) located at 1280 Peachtree St NE Atlanta GA 30309. Working for 2-3 hours per month starting January 2025. No hours devoted to this outside business during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-02 |
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