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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services | Atlanta | GA | 11/2014 | 09/2019 |
| Suntrust Bank | Kensington | MD | 10/2014 | 09/2019 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 09/2019 |
| Hsbc Securities (Usa) Inc. | Silver Springs | MD | 10/2019 | 03/2022 |
| Hsbc Bank Usa, N.A. | Silver Springs | MD | 09/2019 | 03/2022 |
| Truist Investment Services, Inc. | Atlanta | GA | 03/2022 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 03/2022 | Present |
RENTAL PROPERTY POSITION: N/A NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/12/2016 ADDRESS: Burtonsville MD, United States DESCRIPTION: Own and manage rental property in Burtonsville, MD and Frederick, MD SHEPHERD'S TABLE POSITION: Board Member NATURE: Shepherd's Table serves individuals from all walks of life. They address food insecurity and homelessness through an array of programs designed to both meet immediate needs and provide sustained social support. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2025 ADDRESS: Silver Spring MD, United States DESCRIPTION: Attend quarterly board meetings, assist with strategic planning and operations for the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-29 |
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