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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-18 |
| GA | RA | APPROVED | 2023-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc. | Atlanta | GA | 07/2023 | Present |
| Florida State University Fraternity And Sorority Life Department | Tallahassee | FL | 03/2023 | 05/2023 |
| Amazon | Riverview | FL | 06/2021 | 07/2021 |
| Wendy's | Riverview | FL | 07/2020 | 06/2021 |
| Florida State University | Tallahassee | FL | 08/2019 | 05/2023 |
| Spoto High School | Riverview | FL | 08/2016 | 05/2019 |
| Truist Advisory Services, Inc. | Atlanta | GA | 10/2023 | Present |
TAMPA PROFESSIONAL CHAPTER OF PROGRESSIVE BLACK MEN, INC. POSITION: Treasurer NATURE: Community Service/Brotherhood organization designed to assist the needs of the African American community. INVESTMENT RELATED: No NUMBER OF HOURS: 21 SECURITIES TRADING HOURS: 0 START DATE: 03/07/2025 ADDRESS: Tampa FL, United States DESCRIPTION: Manage Annual Budget. Maintain the bank accounts. Ensure that all bills are paid in a timely fashion. Collect all fees and payments from members. Deposit all cash and checks in a timely fashion. Provide monthly financial report of transactions to chapter. Provide quarterly budget report to the chapter. Acquire a working knowledge of parliamentary law and procedures and a thorough understanding of the Constitution and Bylaws of the Organization. TEESBYKARR POSITION: CEO NATURE: Selling custom made graphic t-shirts and doing freelance graphic design for clothing companies INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 12/10/2025 ADDRESS: RIVERVIEW FL, United States DESCRIPTION: Creating custom clothing products, run ads, and creating marketing campaigns.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-02 |
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