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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concierge Transportation Services | Charlotte | NC | 09/2014 | 05/2019 |
| Tiaa | Bethesda | MD | 06/2015 | 05/2019 |
| Tiaa-Cref Individual & Institutional Services, Llc | Bethesda | MD | 06/2015 | 11/2022 |
| Royal Alliance | St. Petersburg | FL | 05/2019 | 11/2022 |
| Truist Advisory Services Inc. | Orlando | FL | 11/2022 | Present |
| Truist Investment Services Inc. | Orlando | FL | 11/2022 | Present |
RENTAL PROPERTY MANAGEMENT POSITION: Owner NATURE: We are looking at purchasing investment properties to rent. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2025 ADDRESS: Orlando FL, United States DESCRIPTION: Purchase rental properties, hiring property manager, collect rent, and open operating accounts to collect rent payments.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-30 |
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