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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-05-25 |
| VA | RA | APPROVED | 2016-09-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 04/2008 | Present |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | Present |
RENTAL PROPERTY RODANTHE, NC OWNER 3/18/11 VACATION RENTAL HOME. 0-HOURS DEVOTED DURING BUSINESS HOURS PER MONTH, 1-HOUR DEVOTED DURING AFTER BUSINESS HOURS. BLURRED LINES BAKERY POSITION: n/a NATURE: this is my wife's bakery business. She is selling cookies at a local farmers market. I am going to help her set up her table and take down the tables and tent and potentially help her with other task that she may need. This is a new business and she is learning daily. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 8 START DATE: 06/17/2021 ADDRESS: , Kitty Hawk NC , United States DESCRIPTION: My wife has started a bakery business at the local farmers market. i am going to assist her with set up of her table and tents and take down. i also may have to help her with other task that come up unexpected.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-04 |
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