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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-15 |
| FL | RA | APPROVED | 2017-08-30 |
Branch Locations
1 E Jefferson St Fl 3, Brooksville, FL 34601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 06/2017 | 12/2017 |
| Suntrust Bank | Tampa | FL | 08/2015 | 06/2017 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 07/2017 | Present |
| Suntrust Investment Services, Inc. | Atlanta | GA | 12/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-18 |
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