Best Investors Account Sign in
Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2016-09-19
  • GA RA
    APPROVED
    Since 2016-09-19

Branch Locations

303 Peachtree St, Ne Fl 31, Atlanta, GA 30308 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Investment Services, Inc. Atlanta GA 08/2011 Present
Suntrust Bank Atlanta GA 08/2011 Present
Suntrust Advisory Services Atlanta GA 09/2016 Present
  • 08/2011 → Present
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 08/2011 → Present
    Suntrust Bank
    Atlanta, GA
  • 09/2016 → Present
    Suntrust Advisory Services
    Atlanta, GA
Other Businesses

CHEROKEE TOWN & COUNTRY CLUB, INC. POSITION: Finance Committee Member NATURE: Cherokee Town & Country Club ("CTCC") is registered as a 501(c)7 entity operating as a private social & recreational club. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024 ADDRESS: Atlanta GA, United States DESCRIPTION: Duties are to attend monthly Finance Committee meetings to review the financial operations of CTCC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-28
  • S66 Uniform Combined State Law Examination
    2007-06-28

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor