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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-09-09 |
Branch Locations
1200 Riverplace Blvd Fl 5, Jacksonville, FL 32207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Jacksonville | FL | 11/2015 | 02/2021 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 11/2015 | 02/2021 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 02/2021 |
| Truist Investment Services, Inc. | Jacksonville | FL | 02/2021 | Present |
| Truist Advisory Services, Inc. | Jacksonville | FL | 02/2021 | Present |
ESTATE PLANNING COUNCIL OF NE FL POSITION: Treasurer NATURE: Member Organization that provides educational development and networking with peers in the industry with Advisors, Attorneys, CPAs, Insurance Specialists, Trust Officers and Portfolio Managers INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/30/2022 ADDRESS: Jacksonville FL, United States DESCRIPTION: Manage the books of the organization including check writing to vendors. WOLFSON'S CHILDREN'S WOMEN'S BOARD POSITION: Board Member NATURE: Women's Board benefitting Wolfson's Children's Hospital in the Jacksonville Community. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 08/01/2025 ADDRESS: Jacksonville FL, United States DESCRIPTION: Volunteer and dues annually benefitting the children's hospital. THE RONALD MCDONALD HOUSE POSITION: Board Member NATURE: Provides housing and resources to families who have children receiving medical treatment at the local hospitals. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/01/2025 ADDRESS: Jacksonville FL, United States DESCRIPTION: Support the organizations efforts with visibility and being a good steward.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-05 |
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