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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2016-09-09 |
Branch Locations
303 Peachtree St, Ne Fl 31, Atlanta, GA 30308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc. | Atlanta | GA | 02/2013 | 01/2024 |
| Suntrust Banks,Inc. | Atlanta | GA | 02/2013 | Present |
| Truist Investment Services, Inc. | Atlanta | GA | 01/2024 | Present |
| Truist Advisory Services, Inc | Atlanta | GA | 09/2016 | Present |
PRO BONO PARTNERSHIP OF ATLANTA POSITION: Treasurer NATURE: Pro Bono Partnership of Atlanta strengthens the Atlanta community by engaging volunteer attorneys to provide nonprofits with business legal services. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 11/14/2023 ADDRESS: Atlanta GA, United States DESCRIPTION: Updating the treasurer's report, ensuring balances are maintained in accordance with the IPS, approval of expenditures in the amount of $5,000-$10,000, guidance on investments and liquidity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-18 |
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