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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-08-24
  • FL RA
    APPROVED
    Since 2016-08-24

Branch Locations

4300 Tbc Way Ste 100, Palm Beach Gardens, FL 33410 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Investment Services, Inc Atlanta GA 12/2014 Present
Suntrust Advisory Services Atlanta GA 08/2016 Present
  • 12/2014 → Present
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 08/2016 → Present
    Suntrust Advisory Services
    Atlanta, GA
Previous Registrations
  • 2014-11-14 → 2014-12-01
    Bb&T Investment Services, Inc.
    Lake Worth, FL
    Lantana, FL
    West Palm Beach, FL
    West Palm Beach, FL
    West Palm Beach, FL
    Charlotte, NC
    Palm Beach Gardens, FL
    Riviera Beach, FL
Other Businesses

RENTAL PROPERTY POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2018 ADDRESS: , West Palm Beach FL , United States DESCRIPTION: Payment of property taxes and maintenance/ up keep 1200 BRICKELL BAY POSITION: Owner NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2021 ADDRESS: , Miami FL , United States DESCRIPTION: Management of property and tenant relationship. DUCK DONUTS POSITION: Owner NATURE: Co-owner of a Duck Donuts Franchise. There will be no day-to-day operation on my part. There will be a manager and teammates operation the shop. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: West Palm Beach FL, United States DESCRIPTION: Establish business location with landlord. Provide start-up funding. Monthly calls to discuss business progress.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-12
  • S66 Uniform Combined State Law Examination
    2014-11-12

View on SEC IAPD

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