Best Investors Account Sign in
Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-12-10
GA RA APPROVED 2016-09-06
  • TX RA
    APPROVED_RES
    Since 2019-12-10
  • GA RA
    APPROVED
    Since 2016-09-06

Branch Locations

740 Battery Ave, Se Ste 8500, Atlanta, GA 30339 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Suntrust Investment Services, Inc Atlanta GA 10/2013 Present
Suntrust Advisory Services Atlanta GA 08/2016 Present
  • 10/2013 → Present
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 08/2016 → Present
    Suntrust Advisory Services
    Atlanta, GA
Previous Registrations
Other Businesses

HUNTER COASTAL PROPERTIES, LLC POSITION: Agent/Manager NATURE: I own a house in Florida that I plan to put on the rental marketby Novmber 1, 2017.A rental management companywill handle all rental aspects and manage the property. Based on my other rental property's experience, I will spend less than an hour a month dealing with this OBA. I am running the rental income through a Florida LLC called Hunter Coastal Properties, LLC that my wife and I are agents and managers on. I will be paying the rental house bills and filing annualtaxes through that LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/17/2017 ADDRESS: , Santa Rosa Beach FL , United States DESCRIPTION: I will be paying the rental house bills, filing LLC taxes in Florida and very rarely attending HOA meetings.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-05-22
S63 Uniform Securities Agent State Law Examination 2001-01-17
  • S66 Uniform Combined State Law Examination
    2009-05-22
  • S63 Uniform Securities Agent State Law Examination
    2001-01-17
Other Names
  • Scotty Clark Mckenzie

View on SEC IAPD

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor