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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-07 |
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 |
|---|---|---|---|---|
| Bbva Securities Inc | Jacksonville | FL | 07/2007 | 05/2021 |
| Bbva Compass Insurance Agency, Inc | Austin | TX | 06/2014 | 06/2021 |
| Bbva Wealth Solutions Inc. | Jacksonville | FL | 04/2015 | 05/2021 |
| Pnc | Jacksonvile | FL | 06/2021 | 12/2021 |
| Truist Bank | Jacksonville | FL | 12/2021 | Present |
| Truist Investment Services, Inc. | Atlanta | GA | 12/2021 | Present |
PHAT & GROOVY LLC POSITION: Member NATURE: Massage Envy franchise INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/02/2015 ADDRESS: , Jacksonville FL , United States DESCRIPTION: My wife runs the business and I help her with anything she needs.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-03-27 |
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