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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-11-05 |
| TX | RA | APPROVED_RES | 2017-05-12 |
| TN | RA | APPROVED | 2016-09-09 |
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 | Atlanta | GA | 01/2015 | 01/2017 |
| Suntrust Advisory Services | Tlanta | GA | 09/2016 | Present |
| Suntrust Investment Services, Inc | Atlanta | HI | 01/2017 | Present |
SEABROOK ISLAND LLC POSITION: Owner NATURE: 10% owner in an LLC that was created to purchase a vacation home in Seabrook Island, SC. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2021 ADDRESS: , Seabrook Island SC , United States DESCRIPTION: n/a
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-24 |
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