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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ruffalo Noel Levitz | Gainesville | FL | 01/2021 | 04/2021 |
| Cmi Packaging | St. Petersburg | FL | 06/2021 | 01/2022 |
| Truist Investment Services, Inc. | Charlotte | NC | 06/2022 | 08/2022 |
| Jesuit High School | Tampa | FL | 08/2015 | 05/2019 |
| Univeristy Of Florida | Gainesville | FL | 08/2019 | 05/2023 |
| Truist Investment Services, Inc. | Charlotte | NC | 07/2023 | 01/2024 |
| Truist Advisory Services, Inc. | Charlotte | NC | 11/2023 | 01/2024 |
| Truist Advisory Services, Inc. | Charlotte | NC | 01/2024 | Present |
| Truist Investment Services, Inc. | Charlotte | NC | 01/2024 | Present |
HELLENIC PERFORMING ARTS FOUNDATION INC POSITION: Director NATURE: The Hellenic Performing Arts Foundation aims to support those who are keepers of authentic Hellenic, Greek and Cypriot performing arts (music, traditional dance, costumes, culture, etc.). INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 11/26/2024 ADDRESS: Potomac MD, United States DESCRIPTION: To establish the mission, purposes, goals, and program priorities to be implemented by the Corporation's volunteers and staff through a strategic planning process. Assist in idea generation and development of the research strategy for traditional folk dance/digitizing the information discovered. Attend regular meetings and advocate the mission, values, accomplishments, and goals of the corporation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-02 |
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