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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-12-11 |
| LA | RA | APPROVED | 2017-05-12 |
| GA | RA | APPROVED | 2017-02-14 |
Branch Locations
303 Peachtree St, Ne Fl 15, Atlanta, GA 30308 • 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 |
|---|---|---|---|---|
| Deutsche Bank Securities Inc. | Atlanta | GA | 12/2006 | 09/2016 |
| Raymond James & Associates, Inc. | Atlanta | GA | 09/2016 | 02/2017 |
| Suntrust Investment Services | Atlanta | GA | 02/2017 | Present |
| Suntrust Advisory | Atlanta | GA | 02/2017 | Present |
POSITION: self NATURE: Personal Real Estate Related Holdings. Deeds, Liens, Property, notes, borrowings, Purchases. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1988 ADDRESS: , Atlanta GA DESCRIPTION: Owner, holder, investor in various Real Property, financings, all Real Estate related activities. POSITION: Manager NATURE: Real Estate Investing INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/09/2017 ADDRESS: , Atlanta GA DESCRIPTION: Real Estate Investing POSITION: Manager NATURE: Real Estate Investing for Rhodes Family INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/08/2016 ADDRESS: , Atlanta GA DESCRIPTION: Buy, rent, and sell Real Estate. Mostly single family, Duplex, and apartments POSITION: Limited Partner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/09/2009 ADDRESS: , Simsbury CT DESCRIPTION: None at the moment. Might become manager of family LLC JETT RD GROUP LLC POSITION: Member NATURE: LLC for Private Real Estate Investing. YES INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/12/2019 ADDRESS: , Sandy Springs GA , United States DESCRIPTION: Select Real Estate Investments for Roth IRA held at Advanta. May include Property SIngle or Multi Family. May finance property by taking out loans. May make loans for property maintainance or repair. Many invest in Real estate related business such as Mold remediation, clean up, repair. TAx Liens, Tax Deeds, and other such vehicules may be used to invest or acquire Property RENTAL HOUSE NO. AVE POSITION: owner NATURE: Rental Property owned by West Paces Ferry Group LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/05/2013 ADDRESS: , Atlanta GA , United States DESCRIPTION: Owner/decision maker WPFG HOLLYWOOD RENTAL POSITION: owner NATURE: Rental Property owned by West Paces Ferry Group LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/08/2015 ADDRESS: , Atlanta GA , United States DESCRIPTION: owner-decision maker WPFG RENTAL ORMOND POSITION: owner NATURE: Rental Property owned by West Paces Ferry Group LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/07/2017 ADDRESS: , Atlanta GA , United States DESCRIPTION: owner- decision maker
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 1984-09-27 |
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