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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2021-08-11 |
| LA | RA | APPROVED | 2020-06-09 |
| TX | RA | APPROVED | 2017-03-13 |
| GA | RA | APPROVED | 2016-09-19 |
Branch Locations
740 Battery Ave, Se Ste 8500, Atlanta, GA 30339 • 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 | Columbus | GA | 01/2000 | Present |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | Present |
POSITION: Property Owner NATURE: Investor in single family rental property. I bought a new home and will be renting my prior home.I have signed a agreement with Lighthouse Rental Homes to provide all property management. I will be an investor only. Attorney will be drafting operating agreement for LLC in the next several weeks and property will be moved into that name. I will update OBA at that time. No business name other than the property name or my name currently. INVESTMENT RELATED: No NUMBER OF HOURS: 1100 SECURITIES TRADING HOURS: 1 START DATE: 07/08/2016 ADDRESS: Newnan GA DESCRIPTION: No duties other than owning the property, paying for repairs, etc. I will be a passive investor with all active responsibilities belonging to property management company. Start date is unknown as property is currently being repaired and upgraded. MAGENS 7 LLC POSITION: Member NATURE: Investor in single family rental property. I bought a new home and will be renting my prior home. I have signed a agreement with Lighthouse Rental Homes to provide all property management. I will be an investor only. Attorney will be drafting operating agreement for LLC in the next several weeks and property will be moved into that name. I will update OBA at that time. No business name other than the property name or my name currently. -Updated- Property has now been moved to Magens 7 LLC a multi member LLC owned by Myself and my wife. The property management group sold to Bravo Group INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/08/2016 ADDRESS: Newnan GA, United States DESCRIPTION: No duties other than owning the property, paying for repairs, etc. I will be a passive investor with all active responsibilities belonging to property management company. Start date is unknown as property is currently being repaired and upgraded.- Property ownership has changed from my personal name to Magens 7 LLC multi member LLC owned equally by myself and my wife Sharon Parker SOUTHSIDE CHURCH POSITION: Stewardship Team Member NATURE: Nonprofit Religious organization with 5 church campuses on the Southside of Atlanta. Also operating as Southside Ministries Inc. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/09/2023 ADDRESS: Peachtree City GA, United States DESCRIPTION: The Stewardship Team has the executive authority and responsibility to oversee the execution of all financial matters related to Southside Church, with the goal of preserving the financial health of the organization. This team also establishes guidelines for salaries of all employees of Southside Church.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-14 |
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