Sarah Wigbels Welch

Current Employers

Employment History

• 10/2018 → 11/2021
  Suntrust Investment Services Inc
  Atlanta, GA
• 10/2018 → 02/2021
  Suntrust Bank
  Atlanta, GA
• 12/2016 → 06/2017
  Primary Capital Mortgage
  Atlanta, GA
• 07/2017 → 10/2018
  Suntrust Mortgage
  Atlanta, GA
• 06/2015 → Present
  Self Employed- Blue Chip Green Cleaning
  Atlanta, GA
• 02/2020 → 11/2021
  Suntrust Advisory Services, Inc
  Atlanta, GA
• 11/2021 → Present
  Truist Investment Services, Inc.
  Atlanta, GA
• 11/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2014-01-14 → 2014-10-31
  Stratos Wealth Partners, Ltd
  Atlanta, GA
• 2013-08-13 → 2013-10-10
  Sii Investments, Inc.
  The Villages, FL
• 2011-01-04 → 2011-10-27
  Hornor, Townsend & Kent, Llc
  Atlanta, GA
  Woodstock, GA
• 2004-08-20 → 2011-01-03
  Truist Investment Services, Inc.
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Hampton, VA
  Atlanta, GA
  Brookhaven, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
• 2003-08-13 → 2004-04-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA

Other Businesses

BLUE CHIP GREEN CLEANING POSITION: Director of Regional Sales NATURE: I sell restaurant cleaning contracts to operations managers and general managers at 4 and 5 star restaurants. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2015 ADDRESS: , Atlanta GA , United States DESCRIPTION: Both source and respond to requests for proposals at restaurants in the metro Atlanta and surround suburbs. I walk through restaurants and get a feel for the cleaning scope. I put together proposals and then negotiate sales contracts. I collect a commission to do so, but I am not involved in the day to day ongoing management of those contracts. ROADMAP PUBLISHING POSITION: President NATURE: Publishing. I created an LLC for this business/venture, which will be called Roadmap Publishing. I intend to spend 1 hour daily every day of the week to work on this business to learn publishing. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 06/19/2023 ADDRESS: Atlanta GA, United States DESCRIPTION: My involvement with this organization is simply to write books and publish them. Publishing includes cover and title design, editing, subscriber list creation, review generation, book pre-sales, marketing/advertising, SEO, newsletter mining, launch, and strategy for continuity in maximizing sales. My hope in writing a book is to sell millions of copies in an effort to share my thoughts and lessons learned, and to inspire and positively impact as many lives as possible.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-03
• S63 Uniform Securities Agent State Law Examination
  2018-12-21
• S66 Uniform Combined State Law Examination
  2003-06-24

Other Names

• Sarah Wigbels
• Sarah Lonsdale Wigbels
• Sarah Volling
• Sarah Lonsdale Volling