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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-09-09 |
Branch Locations
114 N Tennessee Ave Fl 2, Lakeland, FL 33801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Lakeland | FL | 10/2008 | 02/2021 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 08/2016 | 02/2021 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 02/2021 |
| Truist Advisory Services, Inc. | Lakeland | FL | 02/2021 | Present |
| Truist Investment Services, Inc. | Lakeland | FL | 02/2021 | Present |
WEDU PBS POSITION: Board Member - Community Advisory Board NATURE: The WEDU PBS Community Advisory Board reviews programming that is proposed for the communities we represent to make sure interests of the community are aligned with the television programming selections. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2023 ADDRESS: Tampa FL, United States DESCRIPTION: Participate in programming discussions and CAB Meetings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-19 |
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