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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-09 |
| AL | RA | APPROVED | 2024-10-02 |
| GA | RA | APPROVED | 2019-05-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Atlanta | GA | 09/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 11/2016 | 05/2019 |
| Suntrust Investment Services, Inc | Atlanta | GA | 05/2019 | Present |
| Suntrust Advisory Services, Inc | Atlanta | GA | 05/2019 | Present |
RUNNING A HOLDINGS LLC POSITION: Managing Member NATURE: The specific purposes of the company in regard to land owned in Pine Mountain, Georgia are i) to create and maintain habitat for native species ii) to provide opportunity for recreational purposes, and iii) to manage long term timber value. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 12/02/2024 ADDRESS: Pine Mountain GA, United States DESCRIPTION: In the role of Managing Member, I will be responsible for ensuring that the property owned by Running A Holdings, LLC is managed in such a way as to follow the specific long-term objectives of the company which are to preserve wildlife habitat, provide recreational activities, and to create long term timber value.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-02 |
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