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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-04 |
| FL | RA | APPROVED | 2016-10-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 07/2016 | 12/2018 |
| Truist Investment Servives,Inc. | Lake Mary | FL | 12/2018 | Present |
| Truist Advisory Services,Inc | Lake Mary | FL | 10/2016 | Present |
SHE AND I PROPERTIES LLC POSITION: MEMBER MANAGER NATURE: TO HOLD RENTAL PROPERTIES INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/20/2025 ADDRESS: Oviedo FL, United States DESCRIPTION: MEMBER MANAGER FOR POTENTIAL RENTAL PROPERTIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-28 |
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