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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-08-24 |
Branch Locations
4300 Tbc Way Ste 100, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Atlanta | GA | 12/2014 | Present |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-12 |
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