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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-26 |
| GA | RA | APPROVED | 2022-01-28 |
Branch Locations
3560 Lenox Road Ne Suite 1100, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Investment Services, Inc. | Duluth | GA | 06/2013 | 12/2017 |
| Bb&T Securities, Llc | Atlanta | GA | 12/2017 | 01/2022 |
| Truist Investment Services, Inc. | Atlanta | GA | 02/2021 | 01/2022 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 01/2022 |
| Janney Montgomery Scott Llc | Atlanta | GA | 01/2022 | Present |
1. Homeowners Association (HOA), Greensboro, GA. Vice President of HOA (06/2025) - Board Meeting on a monthly basis. Architect review board, social gatherings. Help with supervision of bylaw enforcement and interact with HOA management company. Not compensated, not investment related, 2 hrs/month. 2. Sunset Drive Holdings LLC, Greensboro, GA. Owner/CEO - real estate lots. Investment related, not compensated, 1 hour/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-09 |
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