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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-08-21 |
Branch Locations
515 E Las Olas Blvd Fl 7, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Advisory Services,Inc. | Fort Lauderdale | FL | 08/2019 | Present |
| Wells Fargo Bank | Ft. Lauderdale | FL | 04/2016 | 04/2019 |
| Suntrust Bank | Ft. Lauderdale | FL | 04/2019 | Present |
TOWNHOUSE RENTAL POSITION: owner NATURE: Rental of a 2bd/ 2ba townhome owned by my wife and I. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: , Hollywood FL , United States DESCRIPTION: Annual lease of the townhouse FLORIDA WEALTH MANAGEMENT AND TRUST SCHOOL POSITION: instructor NATURE: Provide trust and wealth management education to attendees of the Florida Trust School. This is an one week program held every July. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 07/13/2015 ADDRESS: , tallahassee FL , United States DESCRIPTION: Teaching Class
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