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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-04-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust | Atlanta | GA | 01/2016 | 02/2021 |
| Suntrust | Atlanta | GA | 09/2016 | 02/2021 |
| Rbc Capital Markets, Llc | Nashville | TN | 04/2022 | 04/2022 |
| Truist Investment Services, Inc. | Nashville | TN | 02/2021 | Present |
| Truist Asvisory Services, Inc. | Nashville | TN | 02/2021 | Present |
FARMING POSITION: Owner NATURE: Nature of the business is farming for profit. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 07/29/2022 ADDRESS: Hartsville TN, United States DESCRIPTION: Selling of produce and Livestock. PARTNERSHIP POSITION: Owner NATURE: Floating Rental house on Norris Lake, TN. This is a short term AirBnb rental for profit. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2023 ADDRESS: New Tazewell TN, United States DESCRIPTION: Booking guests, maintenance, financial responsible for mortgage payment. JM & KM HOLDINGS LLC POSITION: Partner NATURE: Long Term Rental INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/13/2024 ADDRESS: Hartsville TN, United States DESCRIPTION: Collect monthly rent, general maintenance to property, handling of rental agreements.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-09 |
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