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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-04-10 |
| NC | RA | APPROVED | 2016-11-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Client Services Llc | Louisville | KY | 04/2012 | 11/2016 |
| Strategic Investment Advisors | Albemarle | NC | 01/2012 | 11/2016 |
| Suntrust Bank | Mooresville | NC | 11/2016 | Present |
| Suntrust Advisory Services Llc | Mooresville | NC | 11/2016 | Present |
1)MANANTIAL MEXICAN GRILL, LLC. NOT INVESTMENT RELATED, 1205 SHELBY HWY, CHERRYVILLE, NC 28021, RESTAURANT, PARTNER-BEGINNING 12/17/14, 2HRS/MONTH-NONE DURING TRADING HOURS. WARTNER POSITION: PARTNER NATURE: PARTNER IN A FAMILY MEXICAN RESTAURANT INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/17/2014 ADDRESS: CHERRYVILLE NC DESCRIPTION: ASSITS WITH TAX REPORTS ONCE A YEAR MAZATLAN MEXICAN RESTAURANT POSITION: Owner NATURE: Mexican Restaurant INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2025 ADDRESS: Lincolnton NC, United States DESCRIPTION: None
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-06 |
| S66 | Uniform Combined State Law Examination | 2012-07-03 |
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