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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-29 |
Branch Locations
50 Hudson Yards 69Th Floor, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Greenwich | CT | 05/2007 | Present |
| Suntrust Bank | New York | NY | 07/2019 | Present |
| Suntrust Advisory Services | Atlanta | GA | 07/2019 | Present |
RENTAL PROPERTY POSITION: co-owner NATURE: Rental property - townhome INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2014 ADDRESS: Ramsey NJ, United States DESCRIPTION: Assist in the management of a single rental property. RENTAL PROPERTY - VT POSITION: Owner NATURE: A vacation home in Vermont that will be available to rent. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2026 ADDRESS: Winhall VT, United States DESCRIPTION: Working with rental agent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-20 |
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