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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-03-02 |
| OH | RA | APPROVED | 2021-03-02 |
Branch Locations
8044 Montgomery Rd Ste 340, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities, Llc. | Richmond | VA | 10/2018 | 02/2021 |
| Bb&T | Cincinnati | OH | 10/2018 | 02/2021 |
| Us Bank | Dayton | OH | 11/2010 | 10/2018 |
| Truist Investment Services, Inc. | Cincinnati | OH | 02/2021 | Present |
| Truist Advisory Services, Inc. | Cincinnati | OH | 03/2021 | Present |
PERENNIAL INVESTMENTS LLC POSITION: CEO / Owner NATURE: residential rental real estate with occasional "flip" homes. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2015 Name of Business: Heartland Turf LLC Address: Cincinnati, OH Position: Owner Nature: It is a lawn fertilization, aeration, and weed control company primarily spraying herbicides and fertilizer on residential and commercial turf grasses. Start Date: 07/01/2021 Investment Related: No Number of Hours: 5 Securities Trading Hours: 0 Description: Help advise my friend (the other 50% owner) on items related to the business from time to time. ADDRESS: 5630 Wynnburne Ave, Cincinnati OH 45238
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-01 |
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