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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-24 |
| FL | RA | APPROVED | 2016-08-18 |
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 |
|---|---|---|---|---|
| Trruist Investment Services, Inc. | Key Biscayne | GA | 10/2015 | Present |
| Truist Advisory Services,Inc. | Key Biscayne | GA | 08/2016 | Present |
KENDAL 102 CORP, CORAL GABLES MILAN, CORP. POSITION: President NATURE: We own two rental properties that were inherited. We created two corporations for asset protection. We receive rental income from the properties. This has been reported and documented. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/10/2018 ADDRESS: , Miami FL , United States DESCRIPTION: collection of rental income. CORAL GABLES MILAN CORP. AND KENDALL 102 CORP. POSITION: President NATURE: Real Estate Rental home holding corporations. Properties were inherited after my mother passed away. Consists of two rental properties. I am the President and my wife is the Vice President. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/18/2018 ADDRESS: , Coral gables FL , United States DESCRIPTION: Officer. They are two real estate holding companies. The assets are two rental homes. Both were incorporated on 05/10/2018. RENTAL HOME POSITION: President NATURE: We own a property located at Milan Ave. Coral Gables FL 33134. The property is owned by a corporation and we own the shares. We also own another property located at SW 102 Court, Miami FL 33173. this property is also owned by a corporation.The corporation hares are 1005 owned by my wife and I.The purpose of titling the properties under a corporation is for asset protection.This has all been approved. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/10/2018 ADDRESS: , Coral Gables FL , United States DESCRIPTION: Owner of the shares.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-11 |
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