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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-10-03 |
| DC | RA | APPROVED | 2016-10-07 |
Branch Locations
1445 New York Ave, Nw Fl 4, Washington, DC 20005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services | Chevy Chase | MD | 05/2000 | 02/2021 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 02/2021 |
| Truist Advisory Services, Inc. | Washington | DC | 02/2021 | Present |
| Truist Investment Services, Inc. | Washington | DC | 02/2021 | Present |
N/A POSITION: Passive owner NATURE: I am purchasing a 2/3 share of a rental property. My wife and I will be 2/3 owners and my parents will remain 1/3 owners. This is a rental property in Bethany Beach DE. The property generates about $6,000 per year of free cash flow. I will be entitled to 2/3 of that or $4,000. My parents will handle all of the management duties of this property, my wife and I are passive investors. The property will be held in a Tennents in Common registration INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/26/2021 ADDRESS: , Bethany Beach DE , United States DESCRIPTION: None. All duties/responsibilities will be handled by the other 1/3 owners.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-08 |
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