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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-17 |
Branch Locations
3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
2502 North Rocky Point Drive Suite 900, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 11/2015 | 04/2019 |
| Suntrust Bank | Tampa | FL | 11/2015 | 04/2019 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 08/2016 | 09/2024 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 04/2019 | 09/2024 |
| Suntrust Bank | Tampa | FL | 04/2019 | 09/2024 |
| Hb Wealth Management, Llc | Atlanta | GA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-11-09 |
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