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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2016-09-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 04/2015 | 02/2021 |
| Suntrust Bank | Vienna | VA | 04/2015 | 02/2021 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 02/2021 |
| Truist Investment Services, Inc. | Mclean | VA | 02/2021 | Present |
| Truist Advisory Services, Inc. | Mclean | VA | 02/2021 | Present |
MARLAN FOREST CITIZENS ASSOCIATION POSITION: Treasurer NATURE: "The Marlan Forest Citizens' Association (MFCA) is inclusive of the 107 homes that are located in the Fairfax County subdivision known as Marlan Forest. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/22/2022 ADDRESS: Alexandria VA, United States DESCRIPTION: I estimate spending about 2 hours per month on MFCA-related items including a monthly meeting and volunteer yard maintenance of our scant community property. The Treasurer role involves: collecting voluntary donations (combination of checks and digital payments). In the past, these funds have been used to offset costs associated with maintenance of community space as well as a few social gatherings. I will be depositing checks, reporting to the Board the amounts collected, amounts spent, identifying and helping decision other financial decisions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-10 |
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