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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-07-27 |
| TX | RA | APPROVED_RES | 2017-03-14 |
| MD | RA | APPROVED | 2016-09-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Securities | Rockville | MD | 05/2000 | 02/2021 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 02/2021 |
| Truist Advisory Services, Inc. | Bethesda | MD | 02/2021 | Present |
| Truist Investment Services, Inc. | Bethesda | MD | 02/2021 | Present |
RENTAL PROPERTY POSITION: Owner NATURE: Rental Home INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/10/2007 ADDRESS: , Bethany Beach DE , United States DESCRIPTION: rent the property from June to August as a weekly rental. We net out about $52k in income annually if fully rented all summer
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-11 |
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