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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-06-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Seminole | FL | 08/2013 | 12/2017 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 01/2018 | Present |
| Suntrust Bank | St. Petersburg | FL | 12/2017 | Present |
| Suntrust Advisory Services,Inc. | Atlanta | GA | 01/2020 | Present |
J CARTER CAPITAL POSITION: Vice President NATURE: Investment properties INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/05/2016 ADDRESS: St Petersburg FL, United States DESCRIPTION: Vice President- signer on the business account. 0 hours devoted per month during trade hours. 0 hours devoted per month after trade hours is a business owned by Jeffrey Beerbohm. I am a Vice President of the company; I am a signer on the business account. JEFF AND CONNIE BEERBOHM POSITION: Owner NATURE: We own rental properties. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2018 ADDRESS: St Petersburg FL, United States DESCRIPTION: Vet potential renters, collect rent. Pay HOA dues and property taxes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-05 |
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