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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-08 |
| DC | RA | APPROVED | 2016-10-07 |
Branch Locations
1445 New York Ave Fl 4, Washington, DC 20005 • 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 | Chevy Chase | MD | 05/2000 | Present |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | Present |
GEORGETOWN UNIVERSITY POSITION: Board of Advisors Member NATURE: Educational Institution INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 11/30/2024 ADDRESS: Washington DC, United States DESCRIPTION: All Georgetown undergraduate applicants must be interviewed by alumni volunteer. These volunteer groups are organized geographically with an assigned Chairperson. In addition to my work as Chairperson of the Bethesda Chevy Chase interview committee (already disclosed), I am also currently on the Georgetown Alumni Admission Program Board of Advisors. This group works closely with admissions staff to ensure the interview program is operating efficiently, generates ideas for improvement, adapts to changing rules or societal norms, passes admissions data to interviewers, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-13 |
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