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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Atlanta | GA | 06/2012 | 02/2021 |
| Suntrust Investment Services,Inc | Atlanta | GA | 07/2012 | 02/2021 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 02/2021 |
| Truist Investment Services, Inc. | Atlanta | GA | 02/2021 | 10/2023 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 10/2023 |
| Hb Wealth Management, Llc | Atlanta | GA | 11/2023 | Present |
EARLY FUTURE RECORDS POSITION: LLC Member NATURE: Record Label/Sale of Vinyl Records INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 03/26/2018 ADDRESS: , Atlanta GA , United States DESCRIPTION: Sale of Vinyl Records
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-30 |
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