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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2020-11-10 |
Branch Locations
999 South Shady Grove Road 2Nd Floor, Memphis, TN 38120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Memphis | TN | 11/2014 | 10/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Memphis | TN | 11/2014 | 10/2020 |
| Truist Investment Services, Inc. | Atlanta | GA | 11/2020 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 11/2020 | Present |
ORPHEUM THEATRE GROUP POSITION: Board Member NATURE: The mission of the Orpheum Theatre Group is to enhance the communities we serve by utilizing theperforming arts to entertain, educate and enlighten while preserving the historic Orpheum Theatre and theHalloran Centre for Performing Arts & Education. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2022 ADDRESS: Memphis TN, United States DESCRIPTION: As a board member I help the Orpheum Theatre Group by giving feedback on how we can enhance the communities we serve by utilizing the performing arts to entertain, educate and enlighten while preserving the historic Orpheum Theatre and the Halloran Centre for Performing Arts & Education.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-28 |
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