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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-02-22 |
Branch Locations
4801 Courthouse Street Ste 100, Williamsburg, VA 23188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 10/2014 | 06/2019 |
| Suntrust Investment Services, Inc | Atlant | GA | 06/2019 | Present |
POSITION: None NATURE: Assisting Mike Hubbard, Joe Millican and Danielle Dubetz with organizing office, paperwork. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2014 ADDRESS: , Lanexa VA DESCRIPTION: Organizing paperwork, file files, make copies, input payments in Excel Spreadsheet for CPA to retrieve. Let Mike know when Taxes and Insurance are due on properties. VIRGINIA NOTARY PUBLIC POSITION: Notary Public NATURE: Virginia Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2011 ADDRESS: Williamsburg VA, United States DESCRIPTION: Confirming Identification of Signers and Notarizing Documents
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-05 |
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