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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc | Tampa | GA | 11/2024 | Present |
| Bank Of America Private Bank | Tampa | FL | 03/2008 | 09/2024 |
RESIDENTIAL REAL ESTATE POSITION: Owner NATURE: Duplex owned personally and leased by long-term tenants. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/06/1999 ADDRESS: Orlando FL, United States DESCRIPTION: Collect rent, pay mortgage, insurance, property taxes, maintain property in good condition.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-10-16 |
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