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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-11-05 |
| TX | RA | APPROVED_RES | 2017-05-12 |
| TN | RA | APPROVED | 2016-08-31 |
Branch Locations
5205 Maryland Way Ste 200, Brentwood, TN 37027 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 01/2005 | Present |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1983-05-16 |
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