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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-08-31 |
Branch Locations
201 Alhambra Cir Ste 1402, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Advisory Services, Inc | Atlanta | GA | 08/2016 | Present |
| Truist Investment Services, Inc. | Atlanta | GA | 07/2015 | Present |
| Truist Investment Services, Inc | Miami | FL | 12/2019 | Present |
BRIGHTER DAYS PPEC POSITION: Owner/Partner NATURE: Brighter days is a school for children with special needs. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2022 ADDRESS: Melbourne FL, United States DESCRIPTION: This is a family business with my sister and brother-in-law. I am investing in the business but will not be involved in day-to-day operations. LUMARA HOLDINGS LLC POSITION: Owner NATURE: Personal holding company that will own the shares of the Brighter Days PPEC school. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/14/2022 ADDRESS: Miami FL, United States DESCRIPTION: It's a personal Holding company that will be used for capital injections and the receipt of dividends for the Brighter days PPEC school. JUNIOR ACHIEVEMENT OF MIAMI POSITION: Board Member NATURE: JA is a non-profit organization that focuses on delivering financial literacy to students in underserved communities. It's national organization and i will be serving on the executive board of the Miami Chapter. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/21/2024 ADDRESS: Miami FL, United States DESCRIPTION: Attend 4 board meetings a year. Also help drive Truist Teammate engagement in volunteer events. BRIGHTER DAYS PPEC OF PALM BAY POSITION: CEO NATURE: Brighter days is a PPEC which is a Prescribed Pediatric Extended Care Facility. This is the second location to Brighter Days PPEC. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/14/2024 ADDRESS: Palm Bay FL, United States DESCRIPTION: This is jointly owned with my sister and brother-in-law; I am not involved in day-to-day operations. I occasionally review financials to track performance. BEHAVIOR HEIGHTS, CORP POSITION: CFO NATURE: Behavior therapy business to support Brighters days PPEC which is an approved OBA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/07/2023 ADDRESS: Palm Bay FL, United States DESCRIPTION: This is jointly owned with my sister and brother-in-law and they run the day-to-day operations. BRIGHTER DAYS TRANSPORTATION SERVICES LLC POSITION: Owner NATURE: Transportation service for Brighter Days PPEC which is an approved OBA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/13/2023 ADDRESS: Melbourne FL, United States DESCRIPTION: This is jointly owned with my sister and Brother-in-law and they run the business. FLORIDA INTERNATIONAL BUSINESS ASSOCIATION POSITION: Board Member NATURE: About FIBA - FIBA is a non-profit trade association and international center for financial excellence. The core of FIBA's work is education; FIBA applies practical ideas and real-world solutions to train and certify thousands in anti-money laundering compliance. FIBA is recognized by the financial services industry, regulators and law enforcement as a Center for Excellence for its knowledge and expertise in anti-money laundering compliance and its high-level education and training programs. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2026 ADDRESS: Miami, FL, United States DESCRIPTION: Board Member. Discuss industry challenges and help drive member engagement
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-11 |
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