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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2019-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Hampton | VA | 12/2013 | 01/2018 |
| Wells Fargo Advisors Llc | Hampton | VA | 12/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Hampton | VA | 11/2016 | 01/2018 |
| New York Life Insurance Company | Norfolk | VA | 01/2018 | 04/2019 |
| Nylife Securities Llc | Norfolk | VA | 02/2018 | 04/2019 |
| Eagle Strategies Llc | Norfolk | VA | 03/2018 | 04/2019 |
| Suntrust Investment Services Inc. | Atlanta | GA | 05/2019 | Present |
| Suntrust Bank | Norfolk | VA | 05/2019 | Present |
| Bryant And Stratton College | Hampton | VA | 05/2016 | Present |
BRYANT AND STRATTON COLLEGE POSITION: Adjunct Instructor NATURE: Adjunct instructor teaching entry level business courses INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 05/04/2016 ADDRESS: , Hampton VA , United States DESCRIPTION: Develop and manage syllabus materials. Selecting and compiling tests Giving assignments and/or online discussion exercises that permit measurement of performance relative to standardized learning objectives. RENTAL PROPERTY POSITION: owner NATURE: [Rental Property; 11 Westbriar Drive, Hampton Va 23666; 50% ownership; rental income; 2 hours per month; No hours during business or trading times] INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/29/2019 ADDRESS: , Hampton VA , United States DESCRIPTION: [Rental Property; Westbriar Drive, Hampton Va; 50% ownership; rental income; 2 hours per month; No hours during business or trading times]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-28 |
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