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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-07 |
| VA | RA | APPROVED | 2016-09-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 01/2015 | 12/2016 |
| Truist Advisory Services, Inc | Atlanta | GA | 08/2016 | Present |
| Truist Investment Services, Inc | Atlanta | GA | 12/2016 | Present |
AIRBNB POSITION: Property Owner NATURE: My husband and I have purchased my grandparents' home, and we rent it out part-time as an airbnb. The renters book their reservation and pay airbnb directly. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 08/02/2021 ADDRESS: Bassett VA, United States DESCRIPTION: My husband and I are purchased my grandparents' home. We rent it out part-time as an airbnb.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-02 |
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