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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-10-22 |
Branch Locations
1001 Semmes Ave Fl 3, Richmond, VA 23224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Wealth Management | Richmond | VA | 05/2008 | 08/2017 |
| Bb&T Securities | Richmond | VA | 01/2018 | Present |
| Suntrust Bank | Richmond | VA | 09/2017 | 12/2017 |
| Suntrust Investment Services, Inc | Atlanta | GA | 10/2020 | Present |
| Suntrust Advisory Services, Inc | Atlanta | GA | 10/2020 | Present |
WESTHAMTON UNITED METHODIST CHURCH DAY SCHOOL POSITION: Day School Board Member NATURE: DaySchool for children ages 2-6 and after school care up through elementary school INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 6100 Patterson Ave, Richmond VA 23226
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-03 |
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