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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-07 |
| TN | RA | APPROVED | 2020-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Franklin | TN | 05/2006 | Present |
| Suntrust Investment Services, Inc. | Atlanta | GA | 02/2014 | Present |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Brentwood | TN | 12/2019 | Present |
| Bank Of America, N.A. | Brentwood | TN | 02/2020 | Present |
ATKINSON POSITION: owner NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2017 ADDRESS: , Nashville TN DESCRIPTION: I plan on renting out my house. MYSELF - RENTAL PROPERTY POSITION: landlord NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/12/2019 ADDRESS: , Nashville TN , United States DESCRIPTION: I will be closing on a house that I plan to use as a rental property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-13 |
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