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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2019-12-09 |
| TX | RA | APPROVED | 2017-07-05 |
| TN | RA | APPROVED | 2016-09-13 |
Branch Locations
1109 Murfreesboro Rd Fl 1, Franklin, TN 37064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Atlanta | GA | 11/2013 | 02/2021 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 02/2021 |
| Truist Investment Services, Inc. | Franklin | TN | 02/2021 | Present |
| Truist Advisory Services, Inc. | Franklin | TN | 02/2021 | Present |
POSITION: Property Owner NATURE: I will be renting a home that I own in Brentwood, TN. INVESTMENT RELATED: No NUMBER OF HOURS: 4 INVESTMENT RELATED HOURS: 0 START DATE: 12/01/2014 ADDRESS: , Brentwood TN DESCRIPTION: Oversee rental property that my wife and I own. THE SWANN GROUP, LLC POSITION: owner NATURE: The Swann Group, LLC will oversee rental and investement properties, buy and sell renovated properties and buy and develop properties and homes to sell. It is owned by me and my wife (Tricia Swann) and she will handle the day to day operations of the business. INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 0 START DATE: 06/16/2021 ADDRESS: , Brentwood TN , United States DESCRIPTION: I will assist my wife in making decisions regarding any property or project The Swann Group will make but she will oversee the operations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-05 |
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