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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2024-06-05 |
| TX | RA | APPROVED_RES | 2021-04-13 |
| TN | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Nashville | TN | 10/2009 | 08/2018 |
| Bank Of America,N.A. | Nashville | TN | 06/2011 | 08/2018 |
| Bb&T Securities | Nashville | TN | 08/2018 | Present |
| Truist Investment Services, Inc. | Nashville | TN | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
HILLWOOD COUNTRY CLUB POSITION: Cycling Instructor NATURE: I teach a 1 hr group spin (cycling) class every Sat. morning at 9:30AM. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/03/2018 ADDRESS: 6201 Hickory Valley Rd, Nashville TN 37205 JBCK, GP POSITION: partner NATURE: JBCK, GP is a general partnership in which we use to passively participate in private real estate/equity deals thru mutual friends/acquaintances. JBCK, GP is bank checking account (only). Neither partner receives any form of compensation (other than our personal investment returns) from said investment nor do we solicit any clients or Truist customers. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2018 ADDRESS: Nashville TN, United States DESCRIPTION: Simply one-half of this general partnership. This is not really a business, it's merely a partnership bank account used for private real estate/equity deals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-20 |
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