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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2016-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Chapel Hill | NC | 04/2006 | Present |
| Suntrust Investment Services, Inc | Atlanta | GA | 07/2015 | Present |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | Present |
DUKE MEMORIAL UNITED METHODIST CHURCH POSITION: Board of Directors NATURE: Duke Memorial United Methodist Church is a church located in Downtown Durham. Nominated and approved as Director of the Memorial Church Fund. I will not have check writing authority, however as a Director I will have a voice with the committee on the direction of their investment accounts. How we choose to spend those funds on behalf of our church. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/08/2025 ADDRESS: Durham NC, United States DESCRIPTION: One of 9 Directors- we serve on a board of directors/committee to make decisions regarding the use of funds held in The Memorial Church Fund (a non-profit foundation account used for our church). The service is for life as a Director of The Memorial Church Fund. No sole authority is given to any director. The decisions are made by majority vote when changes are needed in process or money is spent. I do not have check writing authority and funds are invested by third party.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-11-12 |
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