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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2017-07-06
  • MD RA
    APPROVED
    Since 2017-07-06

Branch Locations

19941 Century Blvd, Germantown, MD 20874 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Rockville MD 08/2016 06/2017
Morgan Stanley Private Bank, N.A. New York NY 06/2016 05/2017
Suntrust Investment Services, Inc. Atlanta GA 06/2017 Present
Suntrust Advisory Services, Inc. Atlanta GA 07/2017 Present
  • 08/2016 → 06/2017
    Rockville, MD
  • 06/2016 → 05/2017
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 06/2017 → Present
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 07/2017 → Present
    Suntrust Advisory Services, Inc.
    Atlanta, GA
Previous Registrations
Other Businesses

APARTMENT RENTAL IN HOUSE POSITION: Owner NATURE: I recently built a new home. In the house is separate room that will apply for it to be a in home apartment. This room (initially than hopefully apartment will be rented to a third party) for $1200-$1400 monthly. I have potential tenants lined up for the middle of June. I will be paying for utilities. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 06/03/2020 ADDRESS: Kensington MD, United States DESCRIPTION: Home ownership and apartment management. If something breaks in the apartment, I will need to fix it and maintain it. BOY SCOUTS OF AMERICA TROOP 68 POSITION: Board member troop 68 NATURE: BSA is non-profit organization that relies on Men and Women to help train scouts. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/18/2022 ADDRESS: Bethesda MA, United States DESCRIPTION: For the committee I will have no monetary responsibilities other than approving budgets. For Pop Corn Kernell, I will handle money but will turn that over to treasure and be monitored by the treasure. These positions are related because you have to be on the board to take this position. Troop 68 Committee Description: The Troop Committee (TC) approves the Troop calendar and budget in the spring and summer for the upcoming program year (9/1 through 8/31). The TC also recharters the Troop with Fourth and the BSA in November and presents an Annual Report to Session in fall. The TC functions as a support group for the Scoutmaster (SM) covering administrative tasks such as collecting Med Forms, Permission Forms, annual dues, and fundraising.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-24
  • S66 Uniform Combined State Law Examination
    2016-08-24
Other Names
  • Charlie Smith

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