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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-11-13 |
| TN | RA | APPROVED | 2016-09-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | Present |
| Suntrust Investment Services,Inc. | Atlanta | GA | 09/2007 | Present |
POSITION: OWNER NATURE: WROTE A BOOK - WILL LIST IT FOR SALE AT AMAZON AND MAYBE A LOCAL BOOK RETAILER INVESTMENT RELATED: NO NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 0 START DATE: 02/03/2015 ADDRESS: FRANKLIN TN DESCRIPTION: PUBLISHING AND LISTING THE BOOK FOR SALE POSITION: Outside speaking engagements for fees NATURE: Outside speaking engagements for fees INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/20/2016 ADDRESS: Nashville TN DESCRIPTION: Outside speaking engagements for fees. CONDO RENTAL POSITION: owner NATURE: Will become involved in the management of a family beach condo in HH. A third party will be engaged to handle the day-to-day operations including bookings. Very little actual activity required. We have expanded and also have Condos in Snowshoe WV and are opening one in Nashville, Tn. All partners are still family members. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/12/2018 ADDRESS: Hilton Head SC, United States DESCRIPTION: Hire management company and pay the bills PRIVATE DIRECTORS ASSOCIATION POSITION: Co-President NATURE: Not for profit education for Private directors INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 09/30/2024 ADDRESS: Chicago IL, United States DESCRIPTION: Organize meetings and educational components and committees.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-02-23 |
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