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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-03 |
Branch Locations
6555 North Federal Hwy, Ft Lauderdale, FL 33308 • United States
2601 S Bayshore Dr Suite 201, Coconut Grove, FL 33133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Miami | FL | 10/2020 | Present |
| Suntrust Investment Services, Inc. | Atlanta | GA | 10/2020 | Present |
| Suntrust | Miami | FL | 06/2013 | 08/2018 |
| Suntrust | Miami | FL | 08/2018 | 11/2018 |
| Suntrust | Miami | FL | 12/2018 | 10/2020 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 11/2020 | 03/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 03/2021 | Present |
| First Citizens Bank | Miami | FL | 11/2024 | Present |
| First Citizens Investor Services | Raleigh | NC | 11/2024 | Present |
RENTAL PROPERTY POSITION: owner NATURE: Rental Property located in Daytona Beach, FL 32114 INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2006 ADDRESS: Daytona Beach FL, United States DESCRIPTION: Responsible for mortgage payments, assessments, dues, taxes and insurance. A property manager handles any tenant needs or repair requests. ALEXANDER OUTDOORS, INC. POSITION: President NATURE: The business is a family safety and emergency preparedness consultation service. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/28/2017 ADDRESS: Miami FL, United States DESCRIPTION: - Personal/Family Safety and Sporting Goods The Honors College Dean's Advisory Board (DAB) is made up of a group of community leaders from different sectors and industries dedicated to the mission and principles of the Honors College. Members contribute their support, wisdom, and expertise to shape, enrich, and sustain the Honors College and its programs. Members serve as ambassadors to the community and support fundraising to advance the goals of the Honors College and to heighten the visibility of the Honors College in the community. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/09/2023 ADDRESS: Miami FL, United States DESCRIPTION: Contribute to the Honors College via support, wisdom, and expertise to shape, enrich, and sustain the Honors College and its programs. I will serve as an ambassador to the community and support fundraising to advance the goals of the Honors College and to heighten the visibility of the Honors College in the community. TERRA HOSTING, LLC POSITION: Trustee NATURE: Personal/Family Business (DBA, Family Farm, LLC, LLP, Sole Proprietorship, etc.) INVESTMENT RELATED: Yes NUMBER OF HOURS: 9 SECURITIES TRADING HOURS: 1 START DATE: 01/30/2026 ADDRESS: 4100 S 175 E, Star City IN 46985, United States DESCRIPTION: Terra Hosting, LLC is a Fort Lauderdale, FL based cryptocurrency mining hosting company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-26 |
| S65 | Uniform Investment Adviser Law Examination | 2004-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-28 |
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