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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-03 |
Branch Locations
400 Park Ave S Suite 200, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Orlando | FL | 08/2004 | 03/2018 |
| Suntrust Investment Services, Inc. | Orlando | FL | 04/2016 | 03/2018 |
| Suntrust Advisory Services | Orlando | FL | 09/2016 | 03/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Winter Park | FL | 03/2018 | 05/2021 |
| Bank Of America Na | Winter Park | FL | 03/2018 | 05/2021 |
| Jpmorgan Chase Bank Na | Orlando | FL | 05/2021 | 08/2025 |
| Jpmorgan Securities Llc | Orlando | FL | 05/2021 | 08/2025 |
| Black Hawk Investors I, Llc | Orlando | FL | 02/2021 | 11/2023 |
| Hart Pro Holdings Llc | Orlando | FL | 07/2019 | Present |
| Warfield Developments Llc | Orlando | FL | 08/2021 | 12/2022 |
| Black Aces Investors Llc | Euclid | OH | 12/2021 | 08/2025 |
| Hartfield Complete Services Llc | Orlando | FL | 02/2022 | Present |
| Truist Advisory Services, Inc. | Winter Park | FL | 08/2025 | Present |
| Truist Investment Services, Inc | Winter Park | FL | 08/2025 | Present |
Entity Name: Hartfield Complete Services LLC Investment related: No Nature of the other business: General Contractor - Residential/Commercial new construction, demolition, remodeling Position/Title/Relationship: Owner/Sole Proprietor - Officer Start Date: 02/14/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: my husband has owned a renovation, demo and junk hauling business as a sole prop for years. He has grown enough to warrant forming an LLC. This is the LLC he has created and named me an officer. My only role is bookkeeping. Entity Name: Hart Pro Holdings LLC Investment related: N Nature of the other business: Real Estate Position/Title/Relationship: Owner/Sole Proprietor - Officer Start Date: 09/11/2020 Approximate # of hours a month: 4 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Family business to Purchase, rehab, Sell residential real State - not similar to JPMC responsibilities - managing financials
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-19 |
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