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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-10-04 |
| TX | RA | APPROVED | 2018-03-08 |
| FL | RA | APPROVED | 2016-09-26 |
Branch Locations
400 Park Ave S Ste 200, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc. | Winter Park | FL | 07/2013 | Present |
| Truist Advisory Services, Inc. | Winter Park | FL | 09/2016 | Present |
JAYA HOLDINGS LLC POSITION: Manager NATURE: Jaya Holdings LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/26/2017 ADDRESS: Windermere FL, United States DESCRIPTION: n/a - holdings for real estate and potential development of real estate. BABCOCK PARK LLC POSITION: Member NATURE: Sale of unused event tickets. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/24/2024 ADDRESS: Melbourne FL, United States DESCRIPTION: None SHREEM LLC POSITION: Manger NATURE: Holding company for real estate and securities investments for estate planning. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2025 ADDRESS: Sanford FL, United States DESCRIPTION: Moving brokerage assets to this holding company. My wife will be active as a real estate professional to invest in real estate. I will have no involving in it, but I will be a 50% owner. She will be the other 50% owner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-25 |
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