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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-21 |
Branch Locations
1777 Main Street 7Th Floor, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Osprey | FL | 06/2015 | 09/2019 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 06/2015 | 09/2019 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 09/2019 |
| Synovus Bank | Venice | FL | 10/2019 | 11/2021 |
| Synovus Securities | Venice | FL | 10/2019 | 11/2021 |
| U.S. Bank | Sarasota | FL | 12/2021 | 04/2025 |
| U.S. Bancorp Investments, Inc. | Sarasota | FL | 02/2022 | 04/2025 |
| Truist Investment Services, Inc. | Sarasota | FL | 04/2025 | Present |
Sarasota Paradise FC; Not investment-related; Sarasota, FL; Semi-professional soccer club; Advisory Board Member; 10/2024; 2-4 hours/month; 0 hours/trading; Collaborating with other board members to provide strategic advice regarding the club's plans and initiatives. Villa D'Este Section B Condominium Assoc Board of Directors; not investment-related; Sarasota, FL; Condominium association; Member of board of directors, Director, property owner in condo association; 2/2025; 2-4 hours/month; 0 hours/trading; Collaborating with other board members to protect property owner rights and interests and help manage the association along with the property management company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-02 |
| S66 | Uniform Combined State Law Examination | 2012-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-19 |
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