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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-07-13 |
| RI | RA | APPROVED | 2023-07-11 |
| TX | RA | APPROVED_RES | 2017-03-13 |
| FL | RA | APPROVED | 2016-08-18 |
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 |
|---|---|---|---|---|
| Truist Investment Services, Inc. | Oviedo | FL | 10/2013 | Present |
| Truist Advisory Services, Inc. | Oviedo | FL | 08/2016 | Present |
NAME OF BUSINESS: HOUSE RENTAL (NON-INVESTMENT RELATED) LOCATION OF BUSINESS: OVIEDO, FL NATURE OF BUSINESS: PROPERTY RENTAL TITLE & DESCRIPTION OF DUTIES OF BUSINESS: OWNER DATE ASSOCIATION BEGAN: 01/01/2013 TIME DEVOTED: 0-HOURS DEVOTED PER MONTH DURING BUSINESS HOURS/2-HOURS DEVOTED PER MONTH AFTER BUSINESS HOURS SCOOTER PROPERTIES, LLC POSITION: Partner NATURE: Rental properties INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2016 ADDRESS: Oviedo FL, United States DESCRIPTION: property management RNCC INVESTMENTS, LLC POSITION: Managing Member NATURE: THIS LLC WILL INVEST IN A LIMITED PARTNERSHIP OWNING AN RV/BOAT STORAGE FACILITY. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2018 ADDRESS: ORLANDO FL, UNITED STATES DESCRIPTION: THIS LIMITED PARTNERSHIP DOES NOT REQUIRE ANY RESPONSIBILITIES FROM ME. OVIEDO POLICE FOUNDATION POSITION: Board Member NATURE: The Oviedo Police Foundation was established in 2013 as an independent, non-profit organization (under Section 501(c)(3) of the Internal Revenue Code) by a group of Oviedo citizens who desire to enhance the Oviedo Police Department. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/13/2024 ADDRESS: Oviedo FL, United States DESCRIPTION: Volunteer to help with fundraising events and voting authority on use of funds raised. HIGH FIVE CAPITAL, LLC POSITION: Member NATURE: This LLC is an entity being opened to establish a pool of funds from other investors / friends. The LLC will be investing the funds into an investment real estate venture named Collection 674 Oviedo which is building an automotive storage facility. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: Orlando FL, United States DESCRIPTION: Passive investor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-23 |
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