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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | St. Petersburg | FL | 11/2021 | 07/2022 |
| Lynora's Inc | Palm Beach Gardens | FL | 09/2021 | 11/2021 |
| Southern Methodist University | Dallas | TX | 01/2020 | 05/2021 |
| Elon University | Elon | NC | 08/2017 | 06/2019 |
| Benjamin School | North Palm Beach | FL | 08/2014 | 05/2017 |
| Unemployed | Palm Beach | FL | 07/2019 | 12/2019 |
| Unemployed | Palm Beach | FL | 06/2017 | 08/2017 |
| Truist Investment Services,Inc. | Palm Beach | FL | 07/2022 | Present |
| Truist Advisory Services, Inc. | Palm Beach | FL | 07/2022 | Present |
| Glass Media | Dallas | TX | 09/2020 | 05/2021 |
| Poxabougue Golf Center | Sagaponack | NY | 05/2018 | 08/2018 |
| Unemployed | Dallas | TX | 06/2021 | 08/2021 |
RAYMOND F. KRAVIS CENTER FOR THE PERFORMING ARTS POSITION: Young Friends Board and Executive Committee Member NATURE: Performing arts center INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2023 ADDRESS: West Palm Beach FL, United States DESCRIPTION: I attend events and live performances with the other members of the board/committee. We are asked for feedback on events we have seen, and what we would like to see in future performances. Typically attend 1 event a month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-17 |
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