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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-01-31 |
Branch Locations
3630 Peachtree Rd Ste 250, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Genspring Family Offices | Atlanta | GA | 08/2014 | 08/2017 |
| Suntrust Investment Services, Inc | Atlanta | GA | 08/2017 | 12/2018 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 02/2018 | 12/2018 |
| Jpmorgan Chase Bank Na | Atlanta | GA | 01/2019 | 10/2024 |
| Jpmorgan Securities Llc | Atlanta | GA | 01/2019 | 10/2024 |
| Truist Investment Services, Inc. | Atlanta | GA | 12/2024 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 12/2024 | Present |
FERNBANK MUSEUM POSITION: Trustee NATURE: Natural history museum board of director INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2021 ADDRESS: Atlanta GA, United States DESCRIPTION: Provide guidance around mission of the organization. UNIVERSITY OF NORTH GEORGIA POSITION: Board of Trustee NATURE: Higher Education INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2023 ADDRESS: Dahlonega GA, United States DESCRIPTION: Provide guidance around mission and vision of the university.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-22 |
| S66 | Uniform Combined State Law Examination | 2018-07-02 |
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