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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2021-08-11 |
| LA | RA | APPROVED | 2020-06-09 |
| TX | RA | APPROVED_RES | 2017-03-14 |
| GA | RA | APPROVED | 2016-08-30 |
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 |
|---|---|---|---|---|
| Suntrust Investment Services, Ina. | Atlanta | GA | 03/2000 | Present |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | Present |
SUNSET 102 CONDO POSITION: Owner NATURE: This is a condo my wife and I purchased primarily for family entertainment. We may decide later to rent it to family and friends INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2021 ADDRESS: , Panama City Beach FL , United States DESCRIPTION: Any duties that would normally be associated with owning a rental property.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-05-03 |
| S65 | Uniform Investment Adviser Law Examination | 1993-10-11 |
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