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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-08-31 |
Branch Locations
201 Alhambra Cir Fl 14, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc | Coral Gables | FL | 11/1995 | Present |
| Truist Investment Service, Inc | Atlanta | GA | 11/1995 | Present |
| Truist Investment Services, Inc | Atlanta | GA | 08/2016 | Present |
NAME: Harold & Muriel Berkman Charitable Foundation, Inc. Ã,® POSITION: Director NATURE: The Foundation exists to pursue the Berkmans' longstanding dedication and commitment to higher education in the United States, particularly higher education preparing future business leaders and promoting the growth of knowledge into effective business and administration INVESTMENT RELATED: No ADDRESS: Hendersonville, NC United States. NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2013: DESCRIPTION: Board members provide input throughout the year on general matters related to Foundation operations and administration, provide input and recommendations on each year's scholarship and research grant applications and attend annual board meetings to vote on official Foundation business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-09 |
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