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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-03-11 |
Branch Locations
888 W Highway 436, Altamonte Springs, FL 32714 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services Inc | Atlanta | GA | 05/2019 | Present |
| Suntrust Bank | Altamonte Springs | FL | 05/2019 | Present |
| Suntrust Bank | Orlando | FL | 05/2015 | 05/2019 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 01/2020 | Present |
COUNCIL 101 POSITION: Treasurer NATURE: Fundraising organization to support the Orlando Museum of Art INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2026 ADDRESS: Orlando FL, United States DESCRIPTION: Treasurer Duties: Board member, create annual budget, bank rec, pay bills & reimbursements, ensure compliance for events (vendors pay sales tax and have liability insurance).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-07 |
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