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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2016-06-20 |
Branch Locations
303 Peachtree Street Ne 15Th Floor, Atlanta, GA 30308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Atlanta | GA | 07/2011 | Present |
| Suntrust Advisory Services | Atlanta | GA | 05/2016 | Present |
Vaughan Brown Family Foundation; Family foundation; Director & President; 55 Walls Dr #302, Fairfield, CT 06824. Start date October 2015. Two hours/month. Manage investment portfolio. DONALDSON BROWN TRUSTS POSITION: Family Trustee NATURE: trusts holding financial assets for the benefit of family members INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 3 START DATE: 07/01/2022 ADDRESS: Baltimore MD, United States DESCRIPTION: 1) Monitor performance of corporate trustee, independent trustee and investment consultant. 2) Monitor strategy and performance of portfolio and communicate with broader family regarding same. 3) Oversee policies regarding trust distributions. 4) Deal with administrative issues arising upon beneficiary death/departures.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-11-07 |
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