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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-05 |
| TN | RA | APPROVED | 2019-12-16 |
Branch Locations
818 18Th Ave South Suite 100, Nashville, TN 37203 • United States
Nashville, TN • United States
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 | 05/2014 | 10/2019 |
| Suntrust Bank | Nashville | TN | 02/2014 | 10/2019 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 10/2019 |
| Rbc Capital Markets, Llc. | Nashville | TN | 12/2019 | Present |
| City National Bank | Nashville | TN | 03/2020 | Present |
(1) NAME OF ENTITY: YWCA of Middle Tennessee; ADDRESS: 1608 Woodmont Blvd Nashville, TN 37215; NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: Organization is dedicated to eliminating racism, empowering women and promoting peace; CAPACITY: Board of Directors; START DATE: 12/2019; DUTIES: The Board oversees and helps set strategy for the YWCA and provides guidance for YWCA staff to implement strategies; HOURS DEVOTED PER MONTH: 1; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 1; (2) NAME OF ENTITY: Money Sweets LLC ADDRESS: 1906 Glen Echo Rd #150156 Nashville TN 37215 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Other START DATE: Feb 08, 2025 CAPACITY: Owner DUTIES: I own a small online resale business that sells secondhand consumer goods on e-commerce platforms. Duties include sourcing inventory, listing items for sale, order fulfillment, and business administration. HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-18 |
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