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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-06-06 |
Branch Locations
303 Peachtree St, Ne Fl 15, Atlanta, GA 30308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Williamsburg | VA | 04/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Williamsburg | VA | 11/2016 | 05/2022 |
| Truist Investment Services, Inc | Atlanta | GA | 06/2022 | Present |
| Truist Advsory Services, Inc | Atlanta | GA | 06/2022 | Present |
RENTAL PROPERTIES POSITION: Partner NATURE: residential apartments leased to tenants INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/27/2021 ADDRESS: Covington GA, United States DESCRIPTION: Property management duties including collection of rents and completing maintenance requests. ARTS ASSOCIATION OF NEWTON COUNTY POSITION: Board Member NATURE: non-profit dedicated to introducing and expanding the arts of dance, music and colorful artistry to the broader newton and surrounding counties. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/30/2021 ADDRESS: Covington GA, United States DESCRIPTION: Governance of executive leadership's roles and responsibilities as a board member.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-19 |
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