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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-23 |
Branch Locations
3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
2502 North Rocky Point Drive Suite 900, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 08/2014 | 09/2024 |
| Suntrust Bank | Sarasota | FL | 07/2014 | 09/2024 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 09/2024 |
| Hb Wealth Management, Llc | Atlanta | GA | 09/2024 | Present |
GULF COAST COMMUNITY FOUNDATION POSITION: Director NATURE: Gulf Coast Community Foundation INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 07/01/2023 ADDRESS: Sarasota FL, United States DESCRIPTION: Volunteer Board Member for Non-profit organization. Children First, Inc. Board of Directors - Chairman. Non-profit organization. Not investment related. Approx. 4 hours per month during business and non-business hours. Boys and Girls Club of Manatee County. Board of Directors. Member. Non-profit organization. Not investment related. Approx. 4 hours per month during business and non-business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-16 |
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