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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2019-11-12 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services Inc | Atlanta | GA | 05/2019 | Present |
| Suntrust Bank | Vienna | VA | 05/2019 | Present |
| Suntrust Bank | Sterling | VA | 08/2018 | 04/2019 |
| Suntrust Bank | Potomac | MD | 09/2017 | 08/2018 |
| Suntrust Bank | Sterling | VA | 03/2014 | 09/2017 |
LANDLORD POSITION: Landlord NATURE: Rental property in Sterling, VA. Spend about 2 hours per week outside of trading hours administrating the property. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: Sterling VA, United States DESCRIPTION: Rental property owner. REAL ESTATE SECURING INCOME STRATEGIES POSITION: Owner NATURE: LLC holding company holding rental properties. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: Sterling VA, United States DESCRIPTION: Landlord of rental properties held by the LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-06 |
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