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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-04-01 |
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 |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Durham | NC | 04/2010 | 03/2021 |
| Suntrust Bank | Durham | NC | 04/2010 | 03/2021 |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 03/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Raleigh | NC | 03/2021 | Present |
| Bank Of America, N.A. | Raleigh | NC | 04/2021 | Present |
I*1538273Entity Type: Rental propertyName of outside business organization: Rental Property 1Investment related: NoAddress of business: Raleigh, North Carolina, 27615Position, title, association: Sole ownerStart date of relationship: 10/13/2023Number of hours devoted: 2 hours MonthlyNumber of hours devoted during trading hours: 0Duties: Owner of rental propertyI*: 2497325Entity Type: Fiduciary roleName of OBA: A.G.Address: Raleigh, NC 27615Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 05/27/2025Number of Hours: 1 hr mthly Number of Hours during trading: 0Duties: Power of Attorney of parents I*505462 Entity Type: N/A Name of OBA: John Gammons Address: Raleigh, North Carolina, 27617 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 08/01/2016 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Duties: Rental Property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-03 |
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