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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank, Inc | Atlanta | GA | 08/2014 | 11/2019 |
| Suntrust Investment Services,Inc | Atlanta | GA | 08/2014 | 11/2019 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 11/2019 |
| Homrich Berg | Atlanta | GA | 01/2020 | Present |
Emory University: Board of Visitors. Ambassador for Emory University in a non-governance role. Not investment related. Approximate number of hours per month during business and non-business hours varies. Zoo Atlanta. Leadership council for Zoo Atlanta in a non-governance role. Not investment related. Approximate number of hours per month during business and non-business hours varies. BYN Pershing Wealth Executive Board; Member; Provides guidance to BYN Pershing leadership regarding various topics; Not investment related; Approximate number of hours per month during business and non-business hours 1-5 hours. Ultra High Net Worth Institute; Board Member; Advisor to trade organization on best practices for ultra high net worth families; Not investment related; Approximate number of hours per month during business and non-business hours 1-5 hours. Wake Forest University Advisory Council; Advisory Board Member; Advisor to Wake Forest Athletic Department; Not investment related; Approximate number of hours per month during business and non-business hours 1-5 hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-24 |
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