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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-06-05 |
| FL | RA | APPROVED | 2016-08-16 |
Branch Locations
1900 E Hallandale Beach Blvd, Hallandale, FL 33009 • United States
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, Inc. | Ft Lauderdale | FL | 01/2003 | Present |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | Present |
PHOENIX RISING AI POSITION: CONSULTANT NATURE: PHOENIX RISING AI IS DEVELOPING ARTIFICIAL INTELLIGENCE DIGITAL AGENTS FOR USE IN THE AUTOMOTIVE INDUSTRY. SPECIFICALLY, THEY ARE DEVELOPING THESE AGENTS TO GATHER, TRACK AND PROMOTE SALES LEADS TO AUTO DEALERSHIPS WHO WILL USE THEIR PROGRAM. IT IS SIMILAR TO A CRM SYSTEM FOR AUTO DEALERSHIPS. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2025 ADDRESS: WINTER HAVEN FL, United States DESCRIPTION: MY ROLE IS TO WORK WITH SALES TEAM AND GIVE ADVICE AND GUIDANCE AS NECESSARY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-18 |
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