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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-07-13 |
Branch Locations
1200 Riverplace Blvd Fl 5, Jacksonville, FL 32207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Bradenton | FL | 11/2012 | 09/2017 |
| Sun Trust Bank | Tallahassee | FL | 09/2017 | 04/2022 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 09/2017 | 04/2022 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 12/2017 | 04/2022 |
| Truist Investment Services, Inc. | Jacksonville | FL | 04/2022 | Present |
| Truist Advisory Services, Inc. | Jacksonville | FL | 04/2022 | Present |
OWNER - PERSONAL RENTAL PROPERTY POSITION: Owner NATURE: I own a 2nd home in Highlands, NC that we are using for short term rental income through a rental listing site called Evolve. My wife and I own the property as personal individuals. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/13/2021 ADDRESS: , St. Augustine FL , United States DESCRIPTION: Owner of a 2nd home, used as rental income. Have access to the income generated bank account.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-06 |
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