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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-10-27 |
Branch Locations
6075 Poplar Ave Ste 650, Memphis, TN 38119 • United States
Cordova, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Memphis | TN | 08/2013 | 02/2018 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 02/2018 | 01/2022 |
| Suntrust Bank | Memphis | TN | 02/2018 | 01/2022 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 03/2019 | 01/2022 |
| Truist Securities | Memphis | TN | 01/2022 | 10/2022 |
| Wells Fargo Clearing Services, Llc | Memphis | TN | 10/2022 | Present |
* RENTAL PROPERTY; OWNER: MEMPHIS,TN * COLLECT RENT PAYMENTS * 09/20/2010 - PRESENT * 0 HOURS DEVOTED PER MONTH TO THE OBA DURING TRADE HOURS * LESS THAN 1 HOUR DEVOTED MONTHLY TO THE OBA AFTER TRADE HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-17 |
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