Itai David Tsur

Current Employers

Employment History

• 12/2018 → 09/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 07/2012 → 12/2018
  Jewish Federation Of Greater Atlanta
  Atlanta, GA
• 09/2025 → Present
  Truist Investment Services, Inc
  Atlanta, GA
• 09/2025 → Present
  Truist Advsory Services, Inc
  Atlanta, GA

Previous Registrations

• 2019-06-27 → 2025-09-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
  Charlotte, NC

Other Businesses

I*119880 For profit or not for profit: Non-Profit Organization Name of outside business organization: Georgia Planned Giving Council Investment related: N Address of business: Covington, Georgia 30015 Nature of business: Charitable Organization, Position, title, association: Director, Start date of relationship: 11/1/2016 Number of hours devoted: 4 hour(s) Quarterly Number of hours devoted during trading hours: 2 Duties: Member of Board of Directors of nonprofit organization I*119881 For profit or not for profit: Non-Profit Organization Name of outside business organization: Evergreen Forest Homeowners Association Investment related: N Address of business: Atlanta, Georgia 30328 Nature of business: Other, Homeowners Association Position, title, association: Director, Start date of relationship: 3/1/2017 Number of hours devoted: 3 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Member of Board of Directors of Homeowners Association I*: 1835306 Entity Type: Entity Charitable Name of OBA: American Jewish Committee- Atlanta Chapter Address: Atlanta, GA Investment Related: No Position, Title, Association: Board Member Employee Start Date: 06/01/2024 Number of Hours: 10 hrs mthly Number of Hours during trading: 1 hr mthly Duties: Organization promoted pluralism, Advisory Board role ALONIM PROPERTIES LLC POSITION: Manager NATURE: Holding Company for short term rental property INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/26/2023 ADDRESS: Atlanta GA, United States DESCRIPTION: Oversee management of short-term rental cabin in North Carolina. Day to day responsibilities handled by third party management company. Responsibilities also include tax filings for the entity and managing P and l. CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION POSITION: Legacy Advisor NATURE: Nonprofit Foundation for Children's Healthcare of Atlanta (CHOA). INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2018 ADDRESS: Atlanta GA, United States DESCRIPTION: Attend CHOA events aimed at informing professional advisors about planned giving and endowment opportunities to support its activities.

Exams

• S66 Uniform Combined State Law Examination
  2019-06-12

Designations

Other Names

• Itai Tsur