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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
3835 Pga Boulevard Suite 307, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Genspring Family Offices, Llc | Jupiter | FL | 03/2006 | 12/2017 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 04/2019 | 06/2019 |
| Suntrust Bank | Jupiter | FL | 01/2019 | 02/2021 |
| Suntrust Bank | Jupiter | FL | 01/2018 | 01/2019 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 08/2019 | 02/2021 |
| Truist Advisory Services, Inc. | Jupiter | FL | 02/2021 | 10/2021 |
| Homrich Berg | Palm Beach Gardens | GA | 11/2021 | Present |
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