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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avondale | Nashville | TN | 12/2013 | 06/2018 |
| Jjb Hilliard Wl Lyons | Nashville | TN | 06/2018 | 07/2019 |
| Sun Trust Bank | Nashville | TN | 08/2019 | 09/2023 |
| Sun Trust Investment Services | Atlanta | GA | 08/2019 | 09/2023 |
| Pruco Securities, Llc. | Franklin | TN | 01/2024 | 05/2024 |
| The Prudential Insurance Company Of America | Franklin | TN | 01/2024 | 05/2024 |
| Unemployed | Nashville | TN | 10/2023 | 12/2023 |
| Truist Investment Services, Inc. | Nashville | TN | 05/2024 | Present |
| Truist Advisory Services, Inc. | Nashville | TN | 05/2024 | Present |
MONTGOMERY BELL ACADEMY POSITION: Treasurer NATURE: Non-Profit and Charitable Organization INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2014 ADDRESS: 4001 Harding Rd., Nashville TN 37205, United States DESCRIPTION: I work on annual budgeting, helping set tuition, and overall governance of the school's finances. I do not write checks. That is done by internal staff.?
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-29 |
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