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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2017-03-01 |
Branch Locations
303 Peachtree Street Ne Fl 31, Atlanta, GA 30308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Atlanta | GA | 11/2010 | 02/2021 |
| Suntrust Advisory Services | Atlanta | GA | 11/2016 | 02/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 04/2022 |
| Truist Advisory Services, Inc. | Atlanta | GA | 04/2022 | Present |
WANNA GO BACK POSITION: Owner NATURE: Vacation Rental INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/30/2021 ADDRESS: Panama City Beach FL, United States DESCRIPTION: Own rental, managed by outside company CHEROKEE HIGH SCHOOL GIRL'S FLAG FOOTBALL POSITION: Board Member NATURE: Volunteer board member for my daughter, Claire's HS flag football team. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2023 ADDRESS: Canton GA, United States DESCRIPTION: Treasurer on the board as of 7/1/2024. Will have check writing authority. Board policy is any check over $250 requires the signature of the President and the Treasurer. There is a treasurer's report at every monthly board meeting where the beginning and ending balance of the checking account is reviewed and reconciled.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-07 |
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